Scott Heichel
Advisor at Pinnacle Advisors
Updated today
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
CFP®, CFA®, Series 63
Industry experience
10 years
About
Scott Heichel is a CFP®, CFA®, and Series 63-designated advisor with 10 years of industry experience. He has worked at Pinnacle Wealth Planning Services since 2015 and is a 6% shareholder in the firm. Additionally, he holds a minority ownership interest in Pinnacle CPA Advisory Group, a CPA firm. Pinnacle Advisors is an SEC-registered multi-team wealth management firm serving nearly 1,000 individual and high-net-worth clients. The firm offers comprehensive wealth management programs that integrate financial planning with discretionary portfolio management and also provides retirement plan consulting and trust services.
Client services
Based on Pinnacle Advisors
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Expertise
Based on Pinnacle Advisors
Retirement income strategy
Equity compensation tax strategy
Tax-loss harvesting
Business succession planning
Charitable giving & philanthropy
Demographic focus
Based on Pinnacle Advisors
Approaching retirement
HENRY (High Earners, Not Rich Yet)
Fee options
$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
Location
6 West 3 Rd St., Ste 100
Mansfield, OH 44902
Most active in
Scott H has reported serving >5 clients in these states in the last 12 months.
Ohio
Work history
Pinnacle Wealth Planning Services, Inc.
2018 - Present (8 years)
Pinnacle Wealth Planning Services, Inc.
2017 - Present (9 years)
Pinnacle Wealth Planning Services, Inc
2015 - 2017 (2 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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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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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.
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