Pinnacle Advisory Services, LLC and Pinnacle Advisory Services FL, LLC operate as a co-advisor working alongside Pinnacle Wealth Planning Services to offer comprehensive wealth management, financial planning, and retirement consulting services to individuals, families, business owners, and trusts. Pinnacle Advisory Services helps clients by gathering information, participating in planning meetings, and coordinating services, while investment management and trading are actively handled by Pinnacle Wealth Planning Services. The firm offers several tailored programs depending on client life stages and asset levels, ranging from basic retirement guidance and young professional wealth-building to advanced family office services for ultra-high-net-worth clients. Services cover personal budgeting, tax strategies, estate planning, retirement projections, and risk management. Pinnacle Advisory Services is led by Richard M. Kleshinski, who also maintains a CPA practice.
Fee Structure
Pinnacle Advisory Services offers investment management through its co-advisor partner, Pinnacle Wealth Planning Services. Investment management fees are bundled into the firm's wealth management programs and are described in detail in Pinnacle Wealth Planning Services' regulatory filing.