Douglas
Brymer

Highpoint Planning Partners

CRD#2610310
Investment Advisor
in Naperville, IL

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About this Advisor

Douglas Brymer is a financial advisor based in Naperville, Illinois, working with Highpoint Planning Partners. Douglas has previously held positions at Lpl Financial LLC and High Point Planning Partners, LLC. Douglas has passed the Series 63, Series 65, and Series 66 regulatory exams and is registered to provide services in Illinois and Mississippi. Currently, Douglas is part of Highpoint Planning Partners, which operates out of Naperville, Illinois. The firm has 67 offices and 96 employees. The firm manages assets totaling $3.0 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Highpoint Planning Partners includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 65, Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

280 Shuman Blvd Suite 140
Naperville, IL 60563

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Highpoint Planning Partners Brokerage Details

Total Assets Under Management

$3,001,000,000

IL Average: $6,674,516,078
Total Number of Employees

96

IL Average: 44
Total Number of Accounts

13,229

IL Average: 2,564
Average Account Size

$226,850

IL Average: $2,603,165

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Douglas Brymer Work History

2013 - Present (11 years)

Lpl Financial LLC

2013 - Present (11 years)

High Point Planning Partners, LLC

Disclosures

Please visit the SEC profile of Douglas Brymer to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Highpoint Planning Partners

Ronald Shih
Chicago, IL
Carla Reilly
Downers Grove, IL
Ryan Oconnell
Bloomingdale, IL
Samuel Lee
Downers Grove, IL
Sammy Moy
Chicago, IL
Gerran Batterberry
Downers Grove, IL
Thomas Mccabe
Orland Park, IL
Ann Greenberg
Chicago, IL

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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