Sean Moran
Pinnacle Financial Group · Western Springs, Illinois
Sean Moran is a fee-only financial advisor at Pinnacle Financial Group in Western Springs, Illinois, who holds the CFP credential. Pinnacle Financial Group reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Pinnacle Financial Group |
|---|---|
| Based in | Western Springs, Illinois |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $672.7M across 1,217 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in IL · CRD 4778230 |
| Exams passed | Series 63 (2006) · Series 66 (2016) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.mypinnaclefinancial.com |
How Sean's firm compares
- Pinnacle Financial Group's average account is about $553,000, from its Form ADV (assets managed divided by 1,217 accounts).
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Questions about Sean
Is Sean Moran a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Sean holds no broker registration, and Pinnacle Financial Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Sean charge for financial advice?
Sean's firm, Pinnacle Financial Group, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Sean Moran based?
Sean Moran is based in Western Springs, Illinois.
What credentials does Sean Moran hold?
Sean Moran holds the CFP credential.
Is Sean Moran registered with the SEC?
Yes. Sean Moran is registered as an investment adviser representative in IL (CRD 4778230), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Pinnacle Financial Group manage?
Pinnacle Financial Group reports $672.7M across 1,217 accounts in assets under management.
How do I contact Sean Moran?
Through Sean's website, www.mypinnaclefinancial.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Western Springs
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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