This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

HIGHPOINT PLANNING PARTNERS

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Aug 1, 2016earliest registration or exam on IAPD

Years in industry

10derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Designations

Certified Financial Planner

Exams

S65|S63

First exam

Sep 16, 2021

First registration

Sep 16, 2021

Dual registered

yes, broker-dealer

Other names

MAX MURPHY

IAPD individual key

7431255

• Occurred

  Nov 16, 2022
  Advisor changed firm

  Max Michael Murphy left Vanguard Advisers, Inc. for Highpoint Planning Partners (registered 2025-06-10)

  Form ADVobserved 4 days ago
• Occurred

  Feb 14, 2022
  Advisor changed firm

  Max Michael Murphy left Plante Moran Financial Advisors for Vanguard Advisers, Inc. (registered 2022-04-21)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:fc95c3ca-89b0-9588-1a97-a497d2b5f509

First observed

Sep 16, 2021

Last observed

Sep 14, 2026 5 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.