UBS Financial Services
47yrs
Top advisor by experience at UBS Financial Services
8yrs
Brooks Morrow
Financial advisor at Highpoint Planning Partners
Based in Dallas, Texas, Brooks Morrow is a fiduciary financial advisor with 8 years of industry experience. Brooks joined Highpoint Planning Partners in 2025, after seven years at Advisor Resource Council. Highpoint Planning Partners offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 3926 advisors with offices in Dallas, and one of 3530 fiduciaries.
At a glance
Experience8 years (since 2018)
How that compares ?8 years in the industry
Office5050 Quorum Drive, Dallas, TX 75254
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$510,590
Advisors at the firm105
States licensed ?1 state
Services through Highpoint Planning Partners
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- Mar 2025 – nowHighpoint Planning PartnersCurrent firm
- 2018 – 2025Advisor Resource CouncilPreviously
Contact Brooks
(630) 719-9222Firm headquarters in Downers Grove, IL. Ask for Brooks. 5050 Quorum DriveDallas, TX 75254Office · Get directions Facebook pageHighpoint Planning Partners
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Questions to ask Brooks
Tailored to Brooks’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Brooks
How do I contact Brooks?
Call Highpoint Planning Partners at (630) 719-9222 and ask for Brooks Morrow. Brooks works from the Dallas, TX office.
How long has Brooks been a financial advisor?
Brooks has been in the industry since 2018, about 8 years. 8 years in the industry.
What licenses does Brooks hold?
Series 66. Tap any license on this page to see what it allows.
Is Brooks a fiduciary?
Brooks is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Brooks paid?
Highpoint Planning Partners reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Brooks for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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