KM&M PINNACLE, Ltd.

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Client assets under management

Clients

Advisors

of 4 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

Very Low

Average account size

—

About

KM&M Pinnacle operates as a state‑registered co‑advisor serving individuals, trusts, retirement plans and corporate clients through a suite of wealth management, financial planning, retirement plan consulting and trust services. It delivers portfolio management for individual accounts via its co‑advisory relationship with an SEC‑registered investment adviser and generally charges fees based on assets under management.

The firm bundles financial planning with investment advisory in tiered Wealth Management and Trust programs and encourages clients to complete planning to inform portfolio decisions. Day‑to‑day investment implementation and discretionary management are handled by the affiliated SEC‑registered adviser and, when appropriate, unaffiliated independent managers, with services that can include model portfolios, household allocation, asset location and tax‑loss harvesting.

KM&M Pinnacle is affiliated with operating CPA firms and related business interests; shareholders are active in accounting practices and hold stakes in real estate and a regional bank, and the firm refers clients into the co‑advisory arrangement rather than directly managing client assets. It also offers a private‑label trust representative office of a federally chartered trust company and provides retirement plan fiduciary consulting and asset‑tracking services, giving it a heavier integration of tax, accounting and trust capabilities than many peers.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Equity compensation tax strategy Charitable giving & philanthropy Business succession planning General estate planning guidance Tax-loss harvesting

Occupation focus

Founder/Business Owner Executive

Demographic focus

Mid-Career Professionals Approaching retirement

Fee options

Percentage

$250,000 - $1,000,000: Not explicitly stated, inferred from Wealth Management Programs (e.g., Compass, Ascent) $1,000,000 - $1,800,000: Not explicitly stated, inferred for Core Program $1,800,000+: Not explicitly stated, inferred for Enhanced and Family Office Programs

Other

Account minimum: $250,000 Minimum fee: Minimum annual fees vary by Wealth Management Program; specific amounts not clearly stated in brochure. Fee-only: Fees paid as direct deductions or manual billing to Pinnacle; Co-Advisor does not charge additional fees.

Main office location

KM&M PINNACLE, Ltd.

590 Lexington Ave.

Mansfield OH 44907, United States

Number of offices

Most active in

Ohio

Disclosures

Business activities & affiliations

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.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

Website 419-756-3211

Advisors at this firm

Derek F

Series 65

Mansfield, OH

KM&M PINNACLE, Ltd.

Derek Fike is a financial advisor at KM&M PINNACLE, Ltd. with eight years of industry experience. He holds a Series 65 designation and has worked with KM&M CPAs since 2005. Outside of advising, he is a partner in a payroll processing company. KM&M Pinnacle serves individuals, trusts, retirement plans, and corporate clients by combining wealth management, financial planning, and trust services. The firm delivers portfolio management through co-advisory relationships with SEC-registered advisers and integrates tax, accounting, and trust capabilities through its affiliations with CPA firms and related business interests.

Equity compensation tax strategy Charitable giving & philanthropy Business succession planning General estate planning guidance Tax-loss harvesting Founder/Business Owner Executive Mid-Career Professionals Approaching retirement

Lawrence M

Series 65

Mansfield, OH

KM&M PINNACLE, Ltd.

Lawrence Morrison is a financial advisor with KM&M Pinnacle, Ltd. holding a Series 65 credential and over 26 years of industry experience. His background includes a wide range of business interests dating back to 1981, including roles in CPA firms, consulting, insurance, and various operating companies. KM&M Pinnacle operates as a state-registered co-advisor serving individuals, trusts, retirement plans, and corporate clients with wealth management, financial planning, retirement plan consulting, and trust services. The firm integrates tax, accounting, and trust capabilities through affiliations with CPA firms and related businesses, delivering investment management primarily via its relationship with an SEC-registered adviser.

Richard K

PFS™, Series 65

Mansfield, OH

KM&M PINNACLE, Ltd.

Richard Kleshinski is a financial advisor with KM&M Pinnacle, Ltd., holding the PFS™ designation and Series 65 registration, with 26 years of industry experience. He has served in various roles including Vice President of Pinnacle Family Office, LLC and is a CPA at Kleshinski, Morrison & Morris. He is also a shareholder in a healthcare technology firm and a partner in business real estate ventures. KM&M Pinnacle is a state-registered co-advisor serving individuals, trusts, retirement plans, and corporate clients by combining financial planning with investment advisory services through a co-advisory model. The firm integrates tax, accounting, and trust capabilities, offering wealth management and retirement plan consulting alongside discretionary portfolio management handled by affiliated SEC-registered advisers.

George A

Series 65

Mansfield, OH

KM&M PINNACLE, Ltd.

George Andress III is a financial advisor with KM&M PINNACLE, Ltd. in Mansfield, OH, holding a Series 65 designation and nine years of industry experience. He has been associated with KM&M CPAs since 2009. Outside of his advisory role, he is a partner in a real estate rental company. KM&M Pinnacle operates as a state-registered co-advisor serving individuals, trusts, retirement plans, and corporate clients through wealth management, financial planning, retirement consulting, and trust services. The firm delivers portfolio management via an affiliated SEC-registered investment adviser and integrates tax, accounting, and trust capabilities through its CPA firm affiliations.

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