H
HD Pinnacle Advisors, Ltd.
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
Clients per advisor
0
Average account size
—
About
HD Pinnacle Advisors operates as a co‑adviser alongside a separate SEC‑registered investment adviser to serve fiduciary and institutional clients — including retirement plans and trusts — and to support wealth management programs for business owners and high‑net‑worth households. The firm does not itself perform day‑to‑day portfolio management; investment management and custody are handled by its co‑adviser, which reports the assets managed for their shared clients.
The firm provides retirement plan consulting and trustee support, offering both fiduciary (ERISA 3(21)) consulting and non‑fiduciary participant education, and assists sponsors with investment policy statements, QDIA selection and monitoring. For implementation and monitoring it relies on Pinnacle’s models and the use of unaffiliated independent managers, and it offers asset‑tracking and performance reporting as part of ongoing oversight.
HD Pinnacle is distinctive for its linkage to accounting services: the firm’s principal maintains an independent CPA practice and the brochure discloses that the shareholder also provides CPA consulting, which the firm can use when coordinating non‑investment implementation with other professionals. The firm also emphasizes selection and oversight of other advisers and independent managers and acts primarily as a referral and co‑advisor rather than a direct asset manager.
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Expertise
Equity compensation tax strategy
Tax-loss harvesting
Business succession planning
Charitable giving & philanthropy
Retirement income strategy
Occupation focus
Founder/Business Owner
Executive
Demographic focus
Mid-Career Professionals
Approaching retirement
Fee options
Fixed fees reported in SEC Form ADV Part 1, specific amounts not stated in this brochure.
$0 - $250,000: $250,000 - $1,000,000: $1,000,000 - $1,800,000: $1,800,000+:
Hourly charges reported in SEC Form ADV Part 1, but exact rates not stated in this brochure.
Account minimum: $250,000 Minimum fee: Minimum annual fees vary by Wealth Management Program; specific amounts not stated in this brochure, see Pinnacle’s ADV for details. Fee-only: Advisory and consulting fees paid to Pinnacle; Co-Advisor does not charge additional fees.
Main office location
HD Pinnacle Advisors, Ltd.
1600 Lexington Ave
Mansfield OH 44907, United States
Number of offices
1
Most active in
HD Pinnacle Advisors, Ltd. 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.
-
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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