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They include 587 individual clients, 477 high-net-worth individuals, and 11 pension and profit-sharing plans.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 27 July 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Pinnacle Wealth Planning Services offer?","answer":"Pinnacle Wealth Planning Services provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, selecting other managers, business succession planning, estate planning, family office services, insurance, philanthropic planning, and tax planning.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Pinnacle Wealth Planning Services charge?","answer":"Pinnacle Wealth Planning Services charges 0.40%–1.40% a year for its Wealth Management Program fees. Each asset band is charged at its own rate. The fee is billed in arrears and is negotiable.","source":"PINNACLE DISCLOSURE BROCHURE, filed 30 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Pinnacle Wealth Planning Services use?","answer":"Pinnacle Wealth Planning Services’ separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $600M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 27 July 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Pinnacle Wealth Planning Services have?","answer":"Pinnacle Wealth Planning Services has 19 investment adviser representatives registered with state securities authorities, out of 35 employees, and 19 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Pinnacle Wealth Planning Services invest in?","answer":"At the end of its last fiscal year, Pinnacle Wealth Planning Services’ separately managed accounts held 78% registered funds (mutual funds, ETFs, BDCs), 13% exchange-traded equities, 6% state and local bonds, 2% cash and equivalents, 1% U.S. government and agency bonds and 1% investment grade corporate bonds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Pinnacle Wealth Planning Services?","answer":"Pinnacle Wealth Planning Services’ direct owners are Jennifer Henderson, Keith Heichel, the Keith A. Heichel Irrevocable Trust Dated 2020, the Keith A. 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Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is Pinnacle Wealth Planning Services registered with the SEC?","answer":"Yes, Pinnacle Wealth Planning Services has been registered with the SEC as an investment adviser since 30 May 1996. Its CRD number is 106817 and its SEC file number is 801-51715.","source":"Form ADV Part 1A, Item 1, filed 27 July 2026; IAPD firm record","sourceRef":{"doc":"adv1","section":"identity"}},{"question":"How do I contact Pinnacle Wealth Planning Services?","answer":"Pinnacle Wealth Planning Services’ main office is at 6 West 3rd St., Ste 100, Mansfield, OH 44902. Its phone number is 419-526-5226. 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