# Joel Pearson

> Joel Pearson is a fee-only financial advisor at Pinnacle Family Advisors in Springfield, Missouri. Pinnacle Family Advisors reports charging a percentage of assets, hourly fees, a subscription and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/joel-pearson/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Pinnacle Family Advisors
- **Based in:** Springfield, Missouri
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Subscription; Fixed fees
- **Fees (firm's website):** no asset minimum
- **Works virtually:** Yes (firm's website)
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $371.7M across 2,007 accounts
- **CRD:** 4693433 (https://adviserinfo.sec.gov/individual/summary/4693433)
- **SEC registration:** Investment adviser representative in MO
- **Exams passed:** Series 66 (2004)
- **Firm size:** 13 employees
- **Disclosures:** Reported; see the SEC record
- **Website:** http://www.pinnaclefamilyadvisors.com

## Frequently asked questions

### Is Joel Pearson a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Joel holds no broker registration, and Pinnacle Family Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Joel charge for financial advice?

Joel's firm, Pinnacle Family Advisors, reports charging a percentage of assets, hourly fees, a subscription and fixed fees on its SEC Form ADV.

### How much does Joel charge?

According to Pinnacle Family Advisors's website, checked October 30, 2026: no asset minimum.

### Does Joel work with clients virtually?

Yes. Pinnacle Family Advisors says on its website that it works with clients remotely.

### Where is Joel Pearson based?

Joel Pearson is based in Springfield, Missouri.

### Is Joel Pearson registered with the SEC?

Yes. Joel Pearson is registered as an investment adviser representative in MO (CRD 4693433), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.

### How much does Pinnacle Family Advisors manage?

Pinnacle Family Advisors reports $371.7M across 2,007 accounts in assets under management.

### How do I contact Joel Pearson?

Through Joel's website, www.pinnaclefamilyadvisors.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4693433): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://pinnaclefamilyadvisors.com/): specialties, clients served, and fees, checked October 30, 2026

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