A complete list of active advisors currently associated with Pinnacle Planning Advisors, LLC

Warmer can help you find a great advisor at Pinnacle Planning Advisors, LLC or one who fits your needs even better.

Pinnacle Planning Advisors serves individual clients, including high-net-worth individuals, with discretionary portfolio management and comprehensive financial planning covering retirement, investment, education, insurance, and estate planning. The firm also offers one-off services such as second‑opinion financial reviews and standalone planning engagements on a fixed‑fee or hourly basis. Investment advice is delivered through a documented Investment Policy Statement for each client that records risk tolerance, time horizon, and tax considerations, and the adviser implements portfolios under discretionary authority. The firm uses fundamental, technical, and cyclical analysis and employs both long‑term and short‑term trading strategies, with at least quarterly account monitoring and reporting. Distinctive features noted in the brochure include an emphasis on client education — including seminars/workshops and integrated educational elements in planning — and the availability of “second opinion” reviews. Operationally, the firm absorbs transaction fees for managed accounts, permits client‑directed brokerage, and maintains custody relationships with third‑party custodians while keeping account reviews and oversight centralized within the advisory practice.

To learn more about the advisors currently working at Pinnacle Planning Advisors, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Michael Cope	Evanston, IL	20

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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

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