Advisor at Pinnacle Planning Advisors, LLC
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Firm
Pinnacle Planning Advisors, LLC
Location
Evanston, IL
Credentials
CFP®, Series 66
Industry experience
19 years
Michael Cope is a CFP® professional with 19 years of experience in financial advising. He has been the sole advisor at Pinnacle Planning Advisors, LLC since 2010, operating an independent firm in Evanston, IL. Pinnacle Planning Advisors serves individual and high-net-worth clients with ongoing portfolio management and comprehensive financial planning, covering areas such as retirement, education, insurance, and estate planning. The firm emphasizes client education through seminars and workshops, manages assets directly without third-party managers, and typically operates with written discretionary authority to implement customized investment plans.
Based on Pinnacle Planning Advisors, LLC
Based on Pinnacle Planning Advisors, LLC
Fixed fees for comprehensive financial plans ranging from $800 to $3,000; fixed fees for separate planning services as listed
Less than $100,000 - $100,000: 1.00% $100,001 - $1,000,000: 0.85% $1,000,001 - $1,500,000: 0.75% Above $1,500,000+: Negotiable
Hourly fees up to $350 per hour for financial planning; High-level financial reviews up to $200 per hour
Fixed annual retainer fees ranging from $2,000 to $12,000 per year, paid quarterly in advance; negotiable
Fee-only: Fixed fees for financial planning: $800 to $3,000; Fixed fees for specific services: Retirement Planning $1,200, Investment Planning $1,000, Education Planning $400, Insurance Planning $500, Estate Planning $1,000
Evanston, IL
Illinois
Pinnacle Planning Advisors, LLC
2010 - Present (16 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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.
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