Advisor at Pinnacle Advisors
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Pinnacle Advisors
Location
Mansfield, OH 44902
Credentials
Series 66
Industry experience
17 years
Robert Danuloff is a financial advisor at Pinnacle Advisors with 17 years of industry experience. He holds a Series 66 designation and has worked previously at Kestra Advisory Services, Kestra Investment Services, and Sterne Agee Financial Services. Danuloff serves as Treasurer on the Board of the Mansfield Noon Optimist Club. Pinnacle Advisors is a multi-team wealth management firm managing approximately $1.9 billion for individual and high-net-worth clients. The firm offers integrated financial planning and investment advisory services through formal Wealth Management Programs, combining discretionary portfolio management with tax-efficient strategies and access to independent managers.
Based on Pinnacle Advisors
Based on Pinnacle Advisors
Based on Pinnacle Advisors
$0 - $500,000: 1.40% $500,000 - $1,000,000: 1.00% $1,000,000 - $2,000,000: 0.90% $2,000,000 - $3,000,000: 0.80% $3,000,000 - $4,000,000: 0.70% $4,000,000 - $5,000,000: 0.60% $5,000,000 - $10,000,000: 0.50% $10,000,000+: 0.40%
Financial planning only clients pay $3,000 to $20,000 one-time fee
Lifetime | Ascent Program retainer fee of $7,500 annually ($1,850 per quarter)
Account minimum: $250,000 Minimum fee: Minimum annual fees vary by program, e.g., $500 for Foundations Program, $5,000 for Lifetime | Compass Program, up to $175,000 for Lifetime | Family Office Program
6 West 3 Rd St., Ste 100
Mansfield, OH 44902
Ohio
Pinnacle Advisors
2024 - Present (2 years)
Kestra Advisory
2016 - 2024 (8 years)
Kestra Investment Services, LLc
2015 - 2024 (9 years)
Sterne Agee Financial Services, Inc.
2014 - 2024 (10 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
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.
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.
CFP®, Series 65
Ashland, OH
Crosby Advisory Group, LLC
Series 65
Ashland, OH
Crosby Advisory Group, LLC
Series 65
Ashland, OH
Crosby Advisory Group, LLC
Series 63, Series 65
Ashland, OH
Livelsberger Financial Advisory
Series 65
Ashland, OH
Whitcomb & Hess, Inc.
CFP®, Series 66
Ashland, OH
Whitcomb & Hess, Inc.
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
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. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")