KM&M PINNACLE, Ltd.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
Expertise
Occupation focus
Demographic focus
Fee options
$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
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
590 Lexington Ave.
Mansfield OH 44907
Advisors at this office
4
Most active in
Ohio
Also doing business as
Km&M Pinnacle, Ltd. · Pinnacle Cpa Wealth Planning Services
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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.
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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