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Stephen Visser

Highpoint Planning Partners
27 Years of Experience
Naperville, IL
2 DisclosuresBrokerSells Insurance
View SEC Summary
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Stephen Visser is a registered investment advisor at Highpoint Planning Partners, based in Naperville, IL, with 27 years of industry experience. Stephen is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 5 more. Their firm serves 9,258 clients with $4.8B in assets under management.

Highpoint Planning Partners
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
114 advisors
Number of Clients
9,258 clients
Average Client Portfolio
$517K average
Assets Under Management
$4.8B

Fee Structure

Minimum Investment:$5K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.20%

Annual asset management fees range from 0% to 2.20% and are negotiable. LPL sponsored advisory programs have separate fee schedules with maximum annual fees ranging from 1.35% to 2.95%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

1717 North Naper Boulevard, Suite 200, Naperville, IL, 60563

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
September 2009
Final
Regulatory
October 2007
Final
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Stephen operates under the DBA Onpath Financial, LLC and is associated with Highpoint Advisor Group, LLC as a registered investment advisor. He is also an insurance agent selling non-variable insurance, dedicating minimal time to this activity, and has a business entity for tax/investment purposes only.

Employment History
Current Registrations
Highpoint Planning Partners
December 2021 - Present · 4 yrs 10 mos
LPL Financial LLCBroker
April 2006 - Present · 20 yrs 6 mos
Previous Registrations
LPL Financial LLC
November 2025 - July 2026 · 8 mos
Highpoint Planning Partners
November 2013 - December 2021 · 8 yrs 1 mo
LPL Financial LLC
April 2006 - October 2020 · 14 yrs 6 mos
National Planning Corporation ("npc of America" in Fl & Ny)
January 2003 - May 2006 · 3 yrs 4 mos
National Planning CorporationBroker
January 2003 - May 2006 · 3 yrs 4 mos
A. G. Edwards & Sons, INC.
December 2000 - January 2003 · 2 yrs 1 mo
A. G. Edwards & Sons, INC.Broker
May 1999 - January 2003 · 3 yrs 8 mos
State Registrations25 states
ALAZCACOFLGAIAILINKYMAMIMNMONCNJNVNYOHPASCTNTXVAWI
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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