SULLIVAN PINNACLE ADVISORS, LTD.

Overview

Sullivan Pinnacle Advisors, Ltd. is a small, individually owned LLC that operates as a capital allocator and registered adviser offering financial planning and portfolio management services. The firm’s stated advisory services include financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, pension consulting services, and the selection of other advisers. Fee arrangements combine percentage-of-assets and fixed-fee billing, which is common for advisers that serve a mix of planning and discretionary management clients. The firm is not identified as an active ESG investor and is organized for a single-state footprint rather than a multi-state advisory platform. An industry affiliation with accounting professionals suggests Sullivan Pinnacle Advisors, Ltd. integrates tax or accounting coordination into client service and may work closely with accountants when designing portfolios and legacy or tax-sensitive plans.

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Location & Offices