Pinnacle Wealth Planning Services, Inc. (“Pinnacle”) is one of Ohio’s oldest and largest fee-only Wealth Management firms working exclusively with individuals and their families in conjunction with their other professional advisors. As a fee-only Wealth Manager, Pinnacle’s advice is conflict free. Pinnacle sells no products and receives no income from any third party. Pinnacle is an SEC Registered Investment Advisor, which legally makes Pinnacle a FIDUCIARY to its clients under both state and federal law.
Fi⋅du⋅ci⋅ar⋅y – Pinnacle is held by law to a fiduciary standard and occupies a position of special trust and confidence when working with a client. As a fiduciary, Pinnacle is required to act with undivided loyalty to the client. This includes disclosure of how Pinnacle is to be compensated.
Pinnacle is a family owned and operated Wealth Management firm with hundreds of clients throughout the United States. William D. Heichel founded Pinnacle’s predecessor company, Lifetime Planning, Inc., in 1980 and founded Pinnacle in 1998. Pinnacle’s staff combines specialized planning credentials such as JD, CPA, CFP®, ChFC®, MBA, PFS, AAMS®, CRPS®, CMFC®, and over 100 years of Wealth Management experience, delivering high quality wealth management services to our clients.
Client Statistics
- Pinnacle's Total Assets Under Management (as of 6/30/11) ............. $481,034,785
- Pinnacle's Average Assets Under Management per Client (as of 12/31/10) ............$1,022,627
New clients accepted by referral only.