Pinnacle Advisors
SEC RegisteredWelcome to Pinnacle Advisors, where your story takes center stage.
About the firm
Founded by Attorney William D. Heichel, CFP and his son Keith Heichel, CFP in 1998, Pinnacle is a family-owned and operated Wealth Management firm dedicated to shaping the financial success stories of individuals and families across the United States for over two decades. The core mission at Pinnacle is to help individuals and families achieve financial success by providing comprehensive wealth management services in collaboration with their current advisors.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Comprehensive wealth management including asset allocation, risk management, estate planning, tax strategy, retirement planning, cash flow and liquidity planning, performance reporting, daily asset tracking, daily net worth monitoring, and institutional-grade advisory. Pinnacle also offers proprietary tools including Wealth Scorecard, Trustee Scorecard, and Beneficiary Scorecard, and coordinates with clients' attorneys, CPAs, and other professionals through its Wealth Collaboration model. Pinnacle is a fee-only SEC Registered Investment Advisor and fiduciary that does not sell investment or insurance products.
Who they serve
Individuals and families across the United States, including those in their prime planning years with typically more than $1,000,000 in investable assets.
Leadership
Office locations
Advisors at this firm
20 advisors in the directory
Regulatory & compliance
Data as of July 27, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Pinnacle Advisors has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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