ChooseAFinancialAdvisor.com
Advisors / Illinois / Palatine
35yrs

Thomas Patrick Vislisel

Financial advisor at Highpoint Planning Partners

Palatine, IL 60067CFP®Top 8% by experience in Illinois
Call the officeDirections

At a glance

Experience35 years (since 1991)
How that compares ?Top 8% by experience in Illinois
Office220 North Smith Street Suite 305, Palatine, IL 60067
How the firm is paid ?Percent of assets, Hourly, Flat fee
States licensed ?1 state

Services through Highpoint Planning Partners

Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Designations

CFP®

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Uniform Securities Agent State Law Examination

Career

  1. 2024 – now
    Highpoint Planning PartnersCurrent firm
  2. 2004 – 2024
    Vantage Financial Partners LimitedPreviously
  3. 2001 – 2008
    LPL Financial LLCPreviously
  4. 1998 – 2002
    Vantage Financial Partners LimitedPreviously

Questions to ask Thomas

Tailored to Thomas’s registration and firm.

  1. What's your succession plan, and who would work with me if you retire?
  2. At a firm this size, will I work with you directly or with a service team?
  3. What does a financial plan with you include, and how often is it updated?
  4. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  5. Where would my money be held, and will I get statements directly from that firm?
  6. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

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About Thomas

How do I contact Thomas?

Call Highpoint Planning Partners at 630-719-9222 and ask for Thomas Patrick Vislisel. Thomas works from the Palatine, IL office.

How long has Thomas been a financial advisor?

Thomas has been in the industry since 1991, about 35 years. Top 8% by experience in Illinois.

What licenses does Thomas hold?

Series 63. Tap any license on this page to see what it allows.

Is Thomas a fiduciary?

Thomas is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.

How is Thomas paid?

Highpoint Planning Partners reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Thomas for your total yearly cost in dollars.

Official record as of October 2, 2026.

This profile is for information only and is not financial advice or a recommendation.

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