# James Stork

> James Stork is a fee-only financial advisor at Pinnacle Financial Group, LLC in Western Springs, Illinois, who holds the CFA, CFP and MBA credentials. James charges a percentage of assets and hourly fees and focuses on retirement planning.

Page: https://find.wellspent.co/advisors/james-stork/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Pinnacle Financial Group, LLC
- **Based in:** Western Springs, Illinois
- **Fee model:** Percentage of assets; Hourly
- **Assets under management (firm):** $672.7M across 1,217 accounts
- **Credentials:** CFA, CFP, MBA
- **Specialties:** Retirement planning
- **CRD:** 4205762 (https://adviserinfo.sec.gov/individual/summary/4205762)
- **SEC registration:** Investment adviser representative in IL, TX
- **Exams passed:** Series 63 (2000)
- **Firm size:** 7 employees
- **Disclosures:** None reported
- **Website:** http://mypinnaclefinancial.com

## Frequently asked questions

### Is James Stork a fee-only financial advisor?

Yes. James Stork is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by James's firm.

### How does James charge for financial advice?

James charges a percentage of assets and hourly fees.

### Where is James Stork based?

James Stork is based in Western Springs, Illinois.

### What does James specialize in?

James's specialties include retirement planning.

### What credentials does James Stork hold?

James Stork holds the CFA, CFP and MBA credentials.

### Is James Stork registered with the SEC?

Yes. James Stork is registered as an investment adviser representative in IL and TX (CRD 4205762), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Pinnacle Financial Group, LLC manage?

Pinnacle Financial Group, LLC reports $672.7M across 1,217 accounts in assets under management.

### How do I contact James Stork?

Through James's website, mypinnaclefinancial.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/45735): NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://www.mypinnaclefinancial.com/): specialties, clients served, and fees, checked October 28, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.