Sean Moran is a CFP-designated registered investment advisor at Pinnacle Financial Group LLC, based in Western Springs, IL, with 21 years of industry experience. Sean operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 377 clients with $570M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.50% |
Fees are negotiable and may vary. Some clients may have a lower fee structure based on length of time as a client and/or discretion of the investment advisor representative.
Fee Estimator
Location
823 Burlington Avenue, Western Springs, IL, 60558
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Pinnacle Financial Group LLC
Previous Registrations
Schwab Wealth Advisory, INC.
Charles Schwab & CO., INC.Broker
UBS Financial Services INC.
UBS Financial Services INC.Broker
Credit Suisse Securities (USA) LLCBroker
Morgan Stanley Smith BarneyBroker
Citigroup Global Markets INC.Broker
Rosenthal Global Securities LLCBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.