Joel Pearson
Pinnacle Family Advisors · Springfield, Missouri
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.
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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 |
| Accepting new clients | Yes |
| Assets under management | $371.7M across 2,007 accounts |
| SEC registration | Investment adviser representative in MO · CRD 4693433 |
| Exams passed | Series 66 (2004) |
| Firm size | 13 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.pinnaclefamilyadvisors.com |
How Joel's firm compares
- Pinnacle Family Advisors's average account is about $185,000, from its Form ADV (assets managed divided by 2,007 accounts).
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Questions about Joel
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Springfield
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
- Pinnacle Family Advisors website : specialties, clients served, and fees, checked October 30, 2026
- 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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