Pinnacle Financial Group LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$83,415
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Clients per advisor
0
Average account size
—
About
Pinnacle Financial Group provides investment advice primarily to individual clients and offers both discretionary and non-discretionary asset management as well as financial planning and consultation services. The firm was formed in 2023 and began offering advisory services in 2024, documenting client goals and allowing clients to impose investment restrictions.
Pinnacle’s investment process blends fundamental analysis with Monte Carlo planning techniques and it may subscribe client accounts to model portfolios available through a third-party model marketplace, retaining authority to modify or terminate those models. Account reviews are performed quarterly (or more often as conditions warrant), and financial planning is delivered on a fixed-fee basis and updated at the client’s request.
Noteworthy differences from many peers include the firm’s disclosure of zero discretionary and non-discretionary assets under management as of 08/06/2024 while serving individual (non‑HNW) clients — a client mix that is uncommon for firms in this category. The firm’s principal also maintains an independent insurance practice (approximately 10% of his time) and may receive commission compensation for insurance sales, and the firm does not vote client proxies, leaving proxy voting to clients.
Client services
Financial planning
Portfolio management
Expertise
General retirement planning
Cash flow / budgeting
Wealth management
Tax strategies for small businesses
Fee options
Financial planning fixed fee of $500, based on complexity and client needs; fee may be waived if client implements plan through the firm.
$0 - $1,000,000: 1.00% annually $1,000,000.01 - $5,000,000: 0.75% annually $5,000,000.01+: 0.50% annually
Main office location
Pinnacle Financial Group LLC
Valparaiso IN, United States
Number of offices
1
Most active in
Pinnacle Financial Group LLC has reported serving >5 clients in these states in the last 12 months.
Indiana
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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