Pinnacle Wealth Management Group, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$242,519,510
Clients
203
Advisors
3
of 4 employees
About
Pinnacle Wealth Management Group, Inc. advises individual and high‑net‑worth clients, offering discretionary investment management, comprehensive financial planning, and a family office “Platinum Program” for clients meeting the firm’s $1,000,000 threshold. The firm manages roughly $243 million for about 200 clients and delivers services through both customized portfolios and model strategies within a wrap fee program.
The firm’s investment process begins with strategic asset allocation and employs tactical asset allocation for ongoing management, using model portfolios labeled Conservative, Balanced, Growth, and Income or custom allocations based on client objectives and risk tolerance. Pinnacle’s investable universe includes equities, fixed income, mutual funds, ETFs, alternatives (including REITs and private placements), options, and exposures tied to blockchain and cryptocurrency themes; accounts are reviewed at least monthly with annual client meetings.
The brochure discloses several features that are uncommon among peers: associates are registered representatives of Private Client Services and may sell securities for commission, the firm sponsors a wrap program and participates in Schwab’s additional services, and its marketing includes hypothetical performance, endorsements, and third‑party ratings. The firm also integrates outside professionals into its Platinum family‑office work—coordinating estate attorneys and accountants (whose fees the firm sometimes pays directly)—notes its owner is a CPA (not currently practicing), and discloses that some associates are licensed insurance agents, all of which the brochure frames as managed conflicts under its fiduciary policies.
Client services
Expertise
Fee options
Financial planning fixed fees range from $2,000 to $5,000, negotiable
$500,000 - $749,999: 1.50% $750,000 - $999,999: 1.25% $1,000,000 - $1,999,999: 1.00% $2,000,000 - $2,999,999: 0.90% $3,000,000 - $3,999,999: 0.80% $4,000,000 - $4,999,999: 0.75% $5,000,000+: Negotiable
Associates are registered representatives selling securities for commission through Private Client Services, member FINRA/SIPC
$150 to $300 per hour for financial planning services, negotiable
Platinum Program (family office services) fee ranges from 0.25% to 1.00% of assets (negotiable), charged quarterly in advance
Account minimum: $500,000 Fee-only: Fixed fee financial planning: $2,000 to $5,000 (negotiable); Hourly rate financial planning: $150 to $300 per hour (minimum 2 hours, negotiable)
Main office
849 Penniman Suite 201
Plymouth MI 48170
Advisors at this office
3
Most active in
Florida · Michigan · New York · Texas
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:
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.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
-
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.
Quick links
Advisors at this firm
Robert M
Series 65
Plymouth, MI
Pinnacle Wealth Management Group, Inc.
Robert Murphy is a financial advisor at Pinnacle Wealth Management Group, Inc. in Plymouth, MI. He holds a Series 65 designation and has six years of industry experience, all with Pinnacle. Pinnacle Wealth Management Group, Inc. serves individual and high-net-worth clients, offering discretionary investment management, comprehensive financial planning, and a family office program for clients meeting a $1 million threshold. The firm employs strategic and tactical asset allocation across a diverse investable universe and manages approximately $243 million for about 200 clients.
Kendra M
Series 65
Plymouth, MI
Pinnacle Wealth Management Group, Inc.
Kendra Mc Kinney is a financial advisor with Pinnacle Wealth Management Group, Inc. in Plymouth, MI, holding a Series 65 designation and six years of industry experience. She has worked at Pinnacle Wealth Management Group since 2017 and previously held a position at Jaggaer from 2009 to 2017. Outside of advisory services, she is also a licensed insurance agent. Pinnacle Wealth Management Group serves individual and high-net-worth clients, providing discretionary investment management, comprehensive financial planning, and a family office “Platinum Program” for clients meeting a $1 million threshold. The firm employs strategic and tactical asset allocation across a broad investable universe, managing about $243 million for roughly 200 clients through customized and model portfolio strategies.
Daniel C
CFP®, Series 63, Series 65
Plymouth, MI
Pinnacle Wealth Management Group, Inc.
Daniel Cesta is a financial advisor at Pinnacle Wealth Management Group, Inc. in Plymouth, MI, holding the CFP® designation with 30 years of industry experience. He has worked with Private Client Services and Pinnacle Wealth Management Group since 2016. Outside of advisory services, he serves as president of a local condo association. Pinnacle Wealth Management Group advises individual and high-net-worth clients, offering discretionary investment management, comprehensive financial planning, and a family office Platinum Program for clients with $1 million or more in assets. The firm employs strategic and tactical asset allocation across a diverse investable universe, managing approximately $243 million for around 200 clients.
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