Michael Cope
Pinnacle Planning Advisors · Evanston, Illinois
Michael Cope is a fee-only financial advisor at Pinnacle Planning Advisors in Evanston, Illinois, who holds the CFP credential. Pinnacle Planning Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Pinnacle Planning Advisors |
|---|---|
| Based in | Evanston, Illinois |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $5M across 18 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in IL · CRD 5142188 |
| Exams passed | Series 66 (2006) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.pinnplan.com |
How Michael's firm compares
- Pinnacle Planning Advisors's average account is about $278,000, from its Form ADV (assets managed divided by 18 accounts).
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Questions about Michael
Is Michael Cope a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Michael holds no broker registration, and Pinnacle Planning Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Michael charge for financial advice?
Michael's firm, Pinnacle Planning Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Michael Cope based?
Michael Cope is based in Evanston, Illinois.
What credentials does Michael Cope hold?
Michael Cope holds the CFP credential.
Is Michael Cope registered with the SEC?
Yes. Michael Cope is registered as an investment adviser representative in IL (CRD 5142188), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Pinnacle Planning Advisors manage?
Pinnacle Planning Advisors reports $5M across 18 accounts in assets under management.
How do I contact Michael Cope?
Through Michael's website, www.pinnplan.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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