Highpointe Wealth
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm serves individuals (including high‑net‑worth clients), small businesses, and employer retirement plans, providing customized financial planning and discretionary portfolio management. In addition to investment and planning services, it offers business-consulting work and provides accounting and tax-preparation services and insurance product sales under separate agreements.
Investment advice is grounded in Modern Portfolio Theory and fundamental analysis, typically implemented with ETFs, mutual funds, and pre-existing equities in a long-term, buy-and-hold framework with periodic rebalancing. The firm frequently recommends third-party asset managers to implement discretionary strategies and prepares written investment guidelines tailored to each client’s objectives, time horizon, and constraints.
What distinguishes the firm from many solo independent advisers is the integration of accounting/tax and outsourced controller services with its advisory practice and that the principal is a licensed insurance agent who may earn commissions on certain insurance and annuity sales, a relationship the brochure discloses as a potential conflict of interest. The firm also notes that financial planning sessions are provided without charge and that custody and execution are handled through custodians and recommended TPAMs, with client reporting coming directly from those custodians.
Client services
Expertise
Fee options
$0 - $499,999.99: 0.85% annually $500,000 - $1,499,999.99: 0.75% annually $1,500,000 - $4,999,999.99: 0.65% annually $5,000,000+: 0.55% annually
Insurance commissions from fixed annuities, life, health, and long-term care insurance products if purchased through licensed agent Burton Grantham
Main office
Vista CA
Advisors at this office
1
Most active in
California
Also doing business as
Grantham, Burton Irwin · Highpointe Wealth
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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