Pinnacle Planning Advisors, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$5,000,000
Total clients
9
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
9
Average account size
$555,556
About
Pinnacle Planning Advisors serves individual clients, including high-net-worth individuals, with discretionary portfolio management and comprehensive financial planning covering retirement, investment, education, insurance, and estate planning. The firm also offers one-off services such as second‑opinion financial reviews and standalone planning engagements on a fixed‑fee or hourly basis.
Investment advice is delivered through a documented Investment Policy Statement for each client that records risk tolerance, time horizon, and tax considerations, and the adviser implements portfolios under discretionary authority. The firm uses fundamental, technical, and cyclical analysis and employs both long‑term and short‑term trading strategies, with at least quarterly account monitoring and reporting.
Distinctive features noted in the brochure include an emphasis on client education — including seminars/workshops and integrated educational elements in planning — and the availability of “second opinion” reviews. Operationally, the firm absorbs transaction fees for managed accounts, permits client‑directed brokerage, and maintains custody relationships with third‑party custodians while keeping account reviews and oversight centralized within the advisory practice.
Client services
Financial planning
Portfolio management
Educational seminars or workshops
Expertise
General retirement planning
General estate planning guidance
Fee options
Fixed fees for comprehensive financial plans ranging from $800 to $3,000; fixed fees for separate planning services as listed
Less than $100,000 - $100,000: 1.00% $100,001 - $1,000,000: 0.85% $1,000,001 - $1,500,000: 0.75% Above $1,500,000+: Negotiable
Hourly fees up to $350 per hour for financial planning; High-level financial reviews up to $200 per hour
Fixed annual retainer fees ranging from $2,000 to $12,000 per year, paid quarterly in advance; negotiable
Fee-only: Fixed fees for financial planning: $800 to $3,000; Fixed fees for specific services: Retirement Planning $1,200, Investment Planning $1,000, Education Planning $400, Insurance Planning $500, Estate Planning $1,000
Main office location
Pinnacle Planning Advisors, LLC
Evanston IL, United States
Number of offices
1
Most active in
Pinnacle Planning Advisors, LLC has reported serving >5 clients in these states in the last 12 months.
Illinois
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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