James Stork
Pinnacle Financial Group, LLC · Western Springs, Illinois
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.
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Specialties
Facts
| Firm | Pinnacle Financial Group, LLC |
|---|---|
| Based in | Western Springs, Illinois |
| Fee model | Percentage of assets · Hourly |
| Assets under management | $672.7M across 1,217 accounts |
| Credentials | CFA · CFP · MBA |
| SEC registration | Investment adviser representative in IL, TX · CRD 4205762 |
| Exams passed | Series 63 (2000) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | mypinnaclefinancial.com |
How James's firm compares
- Pinnacle Financial Group, LLC's average account is about $553,000, from its Form ADV (assets managed divided by 1,217 accounts).
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Questions about James
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- Pinnacle Financial Group, LLC website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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