Chicago Five Star award winner

PROFESSIONAL PROFILE

Julie Hupp

President
Aspire Planning Group
960 Harris Rd Ste 2B
Grayslake, IL 60030
Office: 847-231-0990
julie.hupp@aspireplanninggroup.com
www.aspireplanninggroup.com

Professional Approach

At Aspire Planning Group, we help our clients live their fullest lives. We start by understanding your needs, your goals and your current situation. And we partner with you in creating customized financial strategies that are simple, actionable and results-focused.

Julie Hupp is the Owner of Aspire Planning Group.  As a CERTIFIED FINANCIAL PLANNER™ professional, Julie and her team focus on creating planning and investment strategies to help clients achieve their goals. Julie is also a Certified Divorce Financial Advisor and supports individuals and attorneys in reviewing and strategizing on financial asset separation during a divorce.

Live Fully. Plan Wisely.

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Securities offered through LPL Financial. Member FINRA/SIPC.  Investment advice offered through HighPoint Advisor Group, LLC, a registered investment advisor.  HighPoint Advisor Group, LLC and Aspire Planning Group are separate entities from LPL Financial.

*Winners appearing on this page do not pay a fee to be considered or to win the Five Star Award. Professionals with a digital profile have paid a promotional fee.
The Five Star Wealth Manager award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on 10 objective criteria. Eligibility criteria – required: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Actively licensed as a registered investment adviser or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by Five Star Professional, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or Five Star Professional’s consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professional’s consumer complaint process; feedback may not be representative of any one client’s experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria – considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. Award does not evaluate quality of services provided to clients. Once awarded, wealth managers may purchase additional profile ad space or promotional products. The Five Star award is not indicative of the wealth manager’s future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their client’s assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Professional in the future. For more information on the Five Star award and the research/selection methodology, go to fivestarprofessional.com. 3781 Chicago area wealth managers were considered for the award; 438 (12 percent of candidates) were named 2017 Five Star Wealth Managers. 2016: 3411 considered, 725 winners; 2015: 5833 considered, 716 winners; 2014: 8161 considered, 744 winners; 2013: 3998 considered, 772 winners; 2012: 2970 considered, 780 winners.