Advisor at HighPoint Planning Partners
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
HighPoint Planning Partners
Location
Fort Myers, FL
Credentials
Series 63, Series 65
Industry experience
38 years
Richard Tarsitano is a financial advisor at HighPoint Planning Partners with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at HighPoint Planning Partners since 2013 and LPL Financial since 2009. He is president of Partners Advisors Ltd., a subchapter S corporation involved in non-variable insurance marketing. HighPoint Advisor Group provides discretionary asset management, financial planning, and consulting services to a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm manages approximately $4.0 billion in client assets and employs a fundamental analysis approach across a range of investment vehicles while maintaining multiple custodian relationships and offering both ongoing wealth management and stand-alone advisory services.
Based on HighPoint Planning Partners
Based on HighPoint Planning Partners
Fixed fees typically ranging from $500 to $20,000 for financial planning and consulting
0% to 2.20% annually
Dually Registered Persons earn commissions on brokerage sales separate from advisory services; HPAG itself does not earn commissions on advisory accounts
Up to $500 per hour for financial planning and consulting services
Annual retainer fees up to $20,000 for ongoing financial planning and consulting, payable monthly, quarterly, or annually
Account minimum: $5,000 Fee-only: Financial planning and consulting fees charged hourly up to $500/hour, fixed fees typically $500 to $20,000, or annual retainer fees up to $20,000
Fort Myers, FL
Florida · Illinois
Highpoint Planning Partners dba Partners Advisors Ltd.
2013 - Present (13 years)
LPL Financial, llc
2009 - Present (17 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 66
Ft. Myers, FL
Silver Thread Investments
Series 66
Fort Myers, FL
Roscoe Capital Management, LLC
Series 66
Fort Myers, FL
CPK Wealth Management LLC
CFP®, Series 63
Cape Coral, FL
Legacy Wealth Management, Inc.
Series 65
Fort Myers, FL
Lange Asset Management, Inc.
Series 66
Fort Myers, FL
Broaden Wealth LLC
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