Cetera Investment Advisers
41yrs
Top advisor by experience in Bolingbrook
27yrs
Michael Smith
Full name on record: Michael Thomas Smith
Financial advisor at Highpoint Planning Partners
Michael Smith has worked in the financial industry for 27 years and is a fiduciary financial advisor based in Bolingbrook, Illinois. After a year at Level Four Advisory Services and a year at Investment Professionals, Michael joined Highpoint Planning Partners in 2016, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets, hourly fees, and flat fees.
One of 22 advisors with offices in Bolingbrook, and one of 21 fiduciaries.
At a glance
Experience27 years (since 1999)
How that compares ?Top 18% by experience in Bolingbrook
Office440 West Boughton Suite 208b, Bolingbrook, IL 60440
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$510,590
Advisors at the firm105
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.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2016 – nowHighpoint Planning PartnersCurrent
- Mar 2015 – Jan 2016Level Four Advisory ServicesPreviously
- Apr 2014 – Mar 2015Investment Professionals, Inc.Previously
- 2008 – 2013Wells Fargo Clearing Services, LLCPreviously
- 2003 – 2008A. G. Edwards & Sons, Inc.Previously
Contact Michael
(630) 719-9222Firm headquarters in Downers Grove, IL. Ask for Michael. 440 West Boughton Suite 208bBolingbrook, IL 60440Office · Get directions Facebook pageHighpoint Planning Partners
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Questions to ask Michael
Tailored to Michael’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Michael
How do I contact Michael?
Call Highpoint Planning Partners at (630) 719-9222 and ask for Michael Smith. Michael works from the Bolingbrook, IL office.
How long has Michael been a financial advisor?
Michael has been in the industry since 1999, about 27 years. Top 18% by experience in Bolingbrook.
What licenses does Michael hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Michael a fiduciary?
Michael is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Michael paid?
Highpoint Planning Partners reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Michael for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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