Peter
Aldworth
Highpoint Planning Partners
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About this Advisor
Peter Aldworth is a financial advisor working out of Downers Grove, Illinois with a total of 2 years of relevant experience. Aldworth works at Highpoint Planning Partners. Over the course of their career, they have held roles at New England Securities, Highpoint Advisor Group Dba Highpoint Planning Partners and Lpl Financial, LLC. Aldworth maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to work in Illinois. Highpoint Planning Partners is a registered investment business that has its headquarters in Downers Grove, IL. The firm has offices in 66 locations and a total of 104 advisors. It manages $3 billion in assets under management between its 7,877 accounts, placing it among the biggest firms in the country by assets under management. The firm advises 20 charitable organizations. Of its 7,877 client accounts, 32% are held by high-net-worth individuals who have greater than $1 million in assets. Highpoint Planning Partners offers a wide set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Fees charged by financial advisors usually vary depending on the type of services provided. Fee types charged by Highpoint Planning Partners most likely consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Highpoint Planning Partners Brokerage Details
$2,569,000,000
104
7,877
$326,139
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
- Educational seminars/workshops
Peter Aldworth Work History
Peter has been registered as a financial advisor for 2 years.*
Highpoint Advisor Group Dba Highpoint Planning Partners
Lpl Financial, LLC
New England Securities
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Peter Aldworth 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
Downers Grove, IL
Troy, MI
Downers Grove, IL
Downers Grove, IL
Chicago, IL
Orland Park, IL
Downers Grove, IL
Downers Grove, IL
The content in this profile was updated by SmartAsset on 4/16/2023. 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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