Pinnacle Financial Group, LLC
Western Springs, Illinois
Pinnacle Financial Group, LLC at a glance
- One of 330 fee-only firms based in Illinois in the Wellspent graph.
- 4 advisors are listed here; all hold the CFP.
- Its Form ADV reports 7 employees and 390 individual clients, 196 of them high net worth.
- Its average account is about $553,000 (assets it manages divided by its 1,217 accounts).
Fee-only advisors in Illinois · What fee-only advisors charge in Illinois
Facts
| Based in | Western Springs, Illinois |
|---|---|
| Website | mypinnaclefinancial.com |
| [email protected] | |
| Phone | (708) 246-6262 |
Questions about Pinnacle Financial Group, LLC
How is Pinnacle Financial Group, LLC paid?
Pinnacle Financial Group, LLC's Form ADV says it is paid by: percentage of assets, hourly, fixed fees.
How many advisors does Pinnacle Financial Group, LLC have in the Wellspent public graph?
The Wellspent public graph lists 4 advisors at Pinnacle Financial Group, LLC, and 4 hold the CFP.
What is the average account at Pinnacle Financial Group, LLC?
Pinnacle Financial Group, LLC's average account is about $553,000. That's the assets on its Form ADV divided by its 1,217 accounts.
What does Pinnacle Financial Group, LLC specialize in?
Pinnacle Financial Group, LLC's advisors and website list retirement planning.
Pinnacle Financial Group, LLC fees
Pinnacle Financial Group, LLC doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: percentage of assets, hourly. 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 | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $673 million |
| Individual clients | 194 |
| High-net-worth clients | 196 |
| Accounts managed | 1,217 |
| Employees | 7 |
| Planning clients | 101-250 |
| Registered with | The SEC (801-71357) |
| Financial planning | Offered |
| Form ADV filed | March 17, 2026 |
| SEC record | CRD 116600 |