Pinnacle Family Advisors, LLC logo

Pinnacle Family Advisors, LLC

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Client assets under management

$294,863,502

Clients

907

12% high-net worth

Advisors

8

of 13 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

113

Very High

Average account size

$325,098

About

Pinnacle Family Advisors provides wealth management and planning services to individuals (including high‑net‑worth families), retirement plans, trusts, and pooled investment vehicles. The firm offers discretionary asset management, family office and wealth‑planning services, pension consulting, sub‑advisory arrangements, and also serves as adviser or sub‑adviser to registered investment companies and private pooled funds.

Investment decisions are generally implemented on a discretionary basis using model portfolios and third‑party models, with allocations informed by the firm’s proprietary risk‑management signals and a technical‑analysis orientation rather than a strict modern‑portfolio‑theory approach. For its registered funds and ETFs the firm describes an active, model‑driven reconstitution process and uses third‑party technology platforms for certain retirement‑account management services.

What distinguishes Pinnacle from many peer team firms is its direct role with investment companies (it advises a multi‑strategy mutual fund and an actively managed ETF) and its involvement with affiliated pooled private funds and fund‑support entities. The firm also has closer professional affiliations than is typical — including an affiliated accounting practice and an attorney who is a minority owner — and it distributes a subscription newsletter that publishes the firm’s risk signals and asset‑class/sector rankings to investment professionals.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals Financial and business consulting

Expertise

Active portfolio management Retirement plans for business owners (SEP, solo 401k)

Occupation focus

Founder/Business Owner Executive

Fee options

Fixed

Fixed fees for financial planning and consulting services ($250 to $10,000). Fixed annual fees for Family Office and Wealth Planning Services ($10,000 to $600,000).

Commissions

Separate commission-based compensation earned by registered representatives for selling securities and by licensed insurance agents for selling insurance products.

Subscriptions

Newsletter subscription service offered at $100 per month.

Other

Fee-only: Fixed fees ranging from $250 to $10,000 for financial planning and consulting; fixed fees ranging from approximately $10,000 to $600,000 annually for Family Office and Wealth Planning Services.

Main office location

Pinnacle Family Advisors, LLC

620 W. Republic Road, Suite 104

Springfield MO 65807, United States

Number of offices

2

Most active in

Arkansas · Florida · Louisiana · Missouri · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Christopher B

CFP®, Series 66

Springfield, MO

Pinnacle Family Advisors, LLC

Christopher Beste is a CFP® with 13 years of industry experience, currently serving as an advisor at Pinnacle Family Advisors, LLC since 2020. His prior experience includes roles at Private Client Services, RFG Advisory, LPL Financial LLC, and Four Seasons Wealth Management. He is also the owner of Beste Wealth Management, a personal LLC used for tax purposes. Pinnacle Family Advisors serves individuals, including high-net-worth clients, as well as retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm employs a combination of model portfolios, technical and fundamental analysis, and proprietary risk-management signals to manage portfolios actively, offering both discretionary and limited non-discretionary management tailored to client needs.

Active portfolio management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar

Michael V

CFP®, Series 66

Springfield, MO

Pinnacle Family Advisors, LLC

Michael Vaughn is a CFP® professional with 23 years of industry experience, currently serving at Pinnacle Family Advisors, LLC since 2014. He is also involved with Second Baptist Church as a small group consultant. Vaughn has additional roles including serving as a campaign treasurer for a local political candidate. Pinnacle Family Advisors serves a diverse client base including individuals, retirement plans, trusts, estates, charitable organizations, and businesses. The firm employs a combination of model portfolios, technical and fundamental analysis, and proprietary risk-management signals to manage portfolios, offering both discretionary and limited non-discretionary services tailored to client needs.

Active portfolio management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar

Joel P

Series 66

Springfield, MO

Pinnacle Family Advisors, LLC

Joel Pearson is a financial advisor at Pinnacle Family Advisors, LLC with 21 years of industry experience. He holds a Series 66 designation and has been with Pinnacle since 2015. Prior to this, he worked at Purshe Kaplan Sterling Investments. He serves on the boards of the National Multiple Sclerosis Society Mid-America Chapter and the Developmental Center of the Ozarks, both nonprofit organizations focused on health and developmental issues. Pinnacle Family Advisors serves individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm employs a combination of model portfolios, technical and fundamental analysis, and proprietary risk-management signals to manage portfolios actively, and it sponsors and manages affiliated investment vehicles including registered mutual funds and ETFs.

Active portfolio management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar

Brian M

Series 65, Series 66

Springfield, MO

Pinnacle Family Advisors, LLC

Brian Mccracken is a financial advisor with Pinnacle Family Advisors, LLC in Springfield, MO, holding Series 65 and Series 66 credentials and bringing 23 years of industry experience. He has been with Pinnacle Family Advisors and Purshe Kaplan Sterling Investments since 2010. Outside of his advisory work, he is a partner in an accounting firm and serves as a youth football coach for Nixa Public Schools. Pinnacle Family Advisors serves individuals, including high-net-worth clients, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm offers a range of services such as discretionary asset management, family office and wealth planning, pension consulting, and sub-advisory arrangements, utilizing model portfolios, technical and fundamental analysis, and proprietary risk-management signals to manage portfolios actively.

Active portfolio management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar

Ronald M

Series 63, Series 65

Springfield, MO

Pinnacle Family Advisors, LLC

Ronald Mc Curry is a financial advisor at Pinnacle Family Advisors, LLC in Springfield, MO, holding Series 63 and Series 65 licenses with 27 years of industry experience. He has been with Pinnacle Family Advisors since 2007 and also worked at Innovation Partners LLC starting in 2022. Outside of finance, he owns a hair salon and a construction business with his brother-in-law, and holds a part ownership in an accounting and business consulting firm. Pinnacle Family Advisors serves individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm offers discretionary asset management, family office and wealth planning, and financial consulting, combining model portfolios, technical and fundamental analysis, and proprietary risk-management signals to actively manage portfolios.

Active portfolio management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar

Janet H

Series 65

Springfield, MO

Pinnacle Family Advisors, LLC

Janet Hudson is a financial advisor at Pinnacle Family Advisors, LLC in Springfield, MO, holding a Series 65 designation with 13 years of industry experience. She has been with Pinnacle Family Advisors since 2011. Pinnacle Family Advisors serves a diverse client base including high-net-worth individuals, retirement plans, trusts, estates, charitable organizations, and corporations. The firm utilizes model portfolios, technical and fundamental analysis, and proprietary risk-management signals to manage discretionary and limited non-discretionary portfolios, and it also sponsors and manages affiliated investment vehicles such as registered mutual funds and ETFs.

Active portfolio management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar

Paul C

Series 63, Series 65

Springfield, MO

Pinnacle Family Advisors, LLC

Paul Carroll is a financial advisor with Pinnacle Family Advisors, LLC in Springfield, MO, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked at Pinnacle Family Advisors since 2008 and at Purshe Kaplan Sterling Investments since 2009. Outside of his advisory work, Carroll officiates sports including basketball, football, and softball. Pinnacle Family Advisors serves individuals, retirement plans, trusts, charitable organizations, corporations, and other business entities with services such as discretionary asset management, family office and wealth planning, financial planning, and pension consulting. The firm employs model portfolios, technical and fundamental analysis, and proprietary risk-management signals to manage portfolios actively, and it sponsors affiliated investment vehicles including registered mutual funds and ETFs.

Active portfolio management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar

Geoffrey R

Series 63, Series 65

Springfield, MO

Pinnacle Family Advisors, LLC

Geoffrey Russell is a financial advisor at Pinnacle Family Advisors, LLC with 20 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Pinnacle Family Advisors and Purshe Kaplan Sterling Investments since 2012. Pinnacle Family Advisors serves individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm offers a range of services including discretionary asset management, family office and wealth planning, financial planning, and pension consulting, utilizing model portfolios, technical and fundamental analysis, and proprietary risk-management signals to manage portfolios actively.

Active portfolio management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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