Advisor at Pinnacle Advisors
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Pinnacle Advisors
Location
Sarasota, FL 34233
Credentials
CFP®, Series 66
Industry experience
7 years
Andrew Lerda Plog is a CFP® and holds a Series 66 license, with seven years of experience in the financial industry. He is currently with Pinnacle Advisors, where he has worked since 2024. His prior experience includes roles at LPL Financial LLC and Zion Bank. Pinnacle Advisors is an SEC-registered multi-team wealth management firm serving nearly 1,000 individual and high-net-worth clients. The firm offers integrated financial planning and discretionary portfolio management through formal Wealth Management Programs, alongside retirement plan consulting and trust services.
Based on Pinnacle Advisors
Based on Pinnacle Advisors
Based on Pinnacle Advisors
$0 - $500,000: 1.40% $500,000 - $1,000,000: 1.00% $1,000,000 - $2,000,000: 0.90% $2,000,000 - $3,000,000: 0.80% $3,000,000 - $4,000,000: 0.70% $4,000,000 - $5,000,000: 0.60% $5,000,000 - $10,000,000: 0.50% $10,000,000+: 0.40%
Financial planning only clients pay $3,000 to $20,000 one-time fee
Lifetime | Ascent Program retainer fee of $7,500 annually ($1,850 per quarter)
Account minimum: $250,000 Minimum fee: Minimum annual fees vary by program, e.g., $500 for Foundations Program, $5,000 for Lifetime | Compass Program, up to $175,000 for Lifetime | Family Office Program
5602 Marquesas Circle, Suite 207
Sarasota, FL 34233
Florida
Pinnacle Advisors
2024 - Present (2 years)
LPL Financial
2021 - 2024 (3 years)
Zion Bank
2021 - 2024 (3 years)
LPL Financial
2017 - 2021 (4 years)
UnEmployed
2017 - 2017 (1 year)
Bases Loaded
2011 - 2017 (6 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Accountant / CPA / tax prep
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Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Real estate agent
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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