Daniel Fitzgerald
Pinnacle Financial Group · Western Springs, Illinois
Daniel Fitzgerald is a fee-only financial advisor at Pinnacle Financial Group in Western Springs, Illinois, who holds the CFP credential. Pinnacle Financial Group reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Pinnacle Financial Group |
|---|---|
| Based in | Western Springs, Illinois |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $672.7M across 1,217 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in IL, TX · CRD 5322909 |
| Exams passed | Series 66 (2007) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.mypinnaclefinancial.com |
How Daniel's firm compares
- Pinnacle Financial Group's average account is about $553,000, from its Form ADV (assets managed divided by 1,217 accounts).
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Questions about Daniel
Is Daniel Fitzgerald a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Daniel holds no broker registration, and Pinnacle Financial Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Daniel charge for financial advice?
Daniel's firm, Pinnacle Financial Group, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Daniel Fitzgerald based?
Daniel Fitzgerald is based in Western Springs, Illinois.
What credentials does Daniel Fitzgerald hold?
Daniel Fitzgerald holds the CFP credential.
Is Daniel Fitzgerald registered with the SEC?
Yes. Daniel Fitzgerald is registered as an investment adviser representative in IL and TX (CRD 5322909), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Pinnacle Financial Group manage?
Pinnacle Financial Group reports $672.7M across 1,217 accounts in assets under management.
How do I contact Daniel Fitzgerald?
Through Daniel's website, www.mypinnaclefinancial.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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