Pinnacle Planning Advisors, LLC

Overview

Pinnacle Planning Advisors, LLC is a small, independent registered investment adviser that serves individual and family clients with a focus on tailored financial planning and portfolio management. The firm combines fee-based asset management with hourly and fixed-fee planning engagements and supplements client education through seminars and workshops. Investment activity is concentrated in publicly traded equities, suggesting a core equity-driven approach to portfolio construction. The firm is not positioned as an institutional capital allocator, does not describe itself as an ESG investor, and operates as a single-state adviser under individual ownership. Service delivery appears boutique and owner-led, emphasizing customized plans for a very small client roster. Given the mix of fee structures (percentage of AUM, hourly, fixed), Pinnacle Planning Advisors is likely to separate ongoing investment management from one-off planning or consulting projects, using fees to accommodate different client needs and engagement types.

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Public Holdings

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Location & Offices