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Belser Pinnacle Financial Advisors, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
Belser Pinnacle Financial Advisors LLC serves institutional and high-net-worth relationships through a co-advisory arrangement with an SEC-registered investment manager, offering bundled wealth management, trust investment oversight, retirement plan consulting, and asset-tracking and performance reporting services. The firm operates primarily in an advisory and referral capacity rather than acting as the primary portfolio manager for client assets.
Investment management and trade execution are performed by the registered manager; Belser Pinnacle provides financial planning, ongoing monitoring, household-level allocation and rebalancing guidance, and may allocate assets to unaffiliated independent managers as part of client solutions. The firm also provides ERISA-focused retirement plan consulting, offering both non‑discretionary fiduciary (Section 3(21)) advice and the option, if contracted, to serve as an investment manager under Section 3(38).
Compared with many investment-manager peers, the firm is affiliated with a separate CPA practice, creating a more integrated tax and accounting capability alongside advisory services, and it commonly participates in the selection of other advisers for client accounts—an arrangement that is relatively uncommon in this category. The firm is small and structured as a sole-owner co-advisor that does not take custody or exercise direct investment discretion, instead coordinating client relationships and referrals with the primary investment manager.
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Expertise
Equity compensation tax strategy
Tax-loss harvesting
Charitable giving tax strategies
Business succession planning
Real estate investing
Occupation focus
Founder/Business Owner
Retired
Demographic focus
Mid-Career Professionals
Approaching retirement
Fee options
$250,000 - $1,000,000: Not explicitly stated, fee varies by program $1,000,000 - $1,800,000: Not explicitly stated, fee varies by program $1,800,000+: Not explicitly stated, fee varies by program
Account minimum: $250,000 Minimum fee: Minimum annual fees vary by Wealth Management Program (see Pinnacle’s ADV for details) Fee-only: Financial planning fees; exact amounts not stated but Co-Advisor receives 25% of Pinnacle’s financial planning fees.
Main office location
Belser Pinnacle Financial Advisors, LLC
1344 South Main Street
Bellefontaine OH 43311, United States
Number of offices
1
Most active in
Belser Pinnacle Financial Advisors, LLC has reported serving >5 clients in these states in the last 12 months.
Ohio
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
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.
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.
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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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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.
Forms ADV
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