Firm
Pinnacle Family Advisors
Springfield, Missouri
Fee-only
Pinnacle Family Advisors at a glance
- One of 136 fee-only firms based in Missouri in the Wellspent graph.
- 5 advisors are listed here; 2 of 5 hold the CFP.
- Its Form ADV reports 13 employees and 907 individual clients, 105 of them high net worth.
- Its average account is about $185,000 (assets it manages divided by its 2,007 accounts).
- Its website says it's taking new clients.
- It works with clients virtually as well as in person.
Fee-only advisors in Missouri · What fee-only advisors charge in Missouri
Facts
| Based in | Springfield, Missouri |
|---|---|
| Website | pinnaclefamilyadvisors.com |
| Phone | (417) 886-6590 |
Pinnacle Family Advisors fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Account minimum | None |
|---|
In the firm's words
"Do I need a lot of money to get started with investing/retirement planning? The short answer is no ." source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Subscription · Fixed fees |
|---|---|
| Assets managed | $372 million |
| Individual clients | 802 |
| High-net-worth clients | 105 |
| Accounts managed | 2,007 |
| Employees | 13 |
| Planning clients | 1-10 |
| Registered with | The SEC (801-78013) |
| Financial planning | Offered |
| Form ADV filed | March 31, 2026 |
| SEC record | CRD 145628 |