Firm
Pinnacle Financial Freedom
Scottsdale, Arizona
Fee-only
Pinnacle Financial Freedom at a glance
- One of 212 fee-only firms based in Arizona in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 1 employee and 18 individual clients, 6 of them high net worth.
- Its average account is about $226,000 (assets it manages divided by its 90 accounts).
Fee-only advisors in Arizona · What fee-only advisors charge in Arizona
Facts
| Based in | Scottsdale, Arizona |
|---|---|
| Website | pinnaclefinancialfreedom.com |
| Phone | (408) 718-7601 |
Pinnacle Financial Freedom fees
Pinnacle Financial Freedom doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: flat fee. Ask for its Form ADV Part 2A, which must describe its fees.
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 | Fixed fees |
|---|---|
| Assets managed | $20 million |
| Individual clients | 12 |
| High-net-worth clients | 6 |
| Accounts managed | 90 |
| Employees | 1 |
| Planning clients | 11-25 |
| Financial planning | Offered |
| Form ADV filed | July 13, 2026 |
| SEC record | CRD 319369 |