TM
CFP
TM
CFP

Thomas Mccabe

7 Years of Experience
Orland Park, IL
BrokerSells Insurance

Thomas Mccabe is a CFP-designated registered investment advisor at Highpoint Planning Partners, based in Orland Park, IL, with 7 years of industry experience. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 8,096 clients with $4B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
112 advisors
Number of Clients
8,096 clients
Average Client Portfolio
$494K average
Assets Under Management
$4.0B

Fee Structure

Minimum Investment:$5K
Planning is included in investment management (also available separately)

HighPoint Advisor Group charges an annual fee based on the value of your portfolio, ranging from 0% to 2.20%. This fee is billed quarterly in advance. If you end your agreement before the quarter is over, you'll receive a prorated refund for the remaining days.

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Location

9661 West 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

Thomas is a business owner at Alpar Laboratories and provides administrative support to Highpoint Advisor Group, LLC, dedicating full-time hours to the latter. He also engages in non-variable insurance activities with Leader's Partners / Wisconsin Financial and provides mortgage brokerage services with C&R Mortgage Corporation, spending a few hours per week on each.

Employment History
Current Registrations
Highpoint Planning Partners
December 2021 - Present · 4 yrs 7 mos
LPL Financial LLCBroker
January 2019 - Present · 7 yrs 6 mos
Previous Registrations
Highpoint Planning Partners
April 2019 - December 2021 · 2 yrs 8 mos
State Registrations15 states
AZCACOCTFLGAILINMIMONCSCTNTXWI
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.