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Sean O'shea

Highpoint Planning Partners
19 Years of Experience
Orland Park, IL
BrokerSells Insurance
View SEC Summary
View SEC Summary

Sean O'shea is a CFP-designated registered investment advisor at Highpoint Planning Partners, based in Orland Park, IL, with 19 years of industry experience. Sean 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
—
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Location

9661 W. 143rd Street Suite 101, Orland Park, IL, 60462

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Sean is dually registered with LPL Financial and Highpoint Advisor Group, spending about half his time as an investment advisor representative and about a quarter as a registered representative. He is also a licensed insurance agent, dedicating about 10% of his time to insurance sales and implementation of insurance recommendations.

Employment History
Current Registrations
Highpoint Planning Partners
May 2025 - Present · 1 yr 5 mos
LPL Financial LLC
March 2012 - Present · 14 yrs 7 mos
LPL Financial LLCBroker
March 2012 - Present · 14 yrs 7 mos
Previous Registrations
Ameriprise Financial Services, INC.
October 2007 - April 2012 · 4 yrs 6 mos
Ameriprise Financial Services, INC.Broker
September 2007 - April 2012 · 4 yrs 7 mos
State Registrations17 states
AZCACOFLILINKYLAMIMNNCNVOHORPATNTX
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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