Firm
Pinnacle Investment Advisors
Tulsa, Oklahoma
Fee-only
Pinnacle Investment Advisors at a glance
- One of 64 fee-only firms based in Oklahoma in the Wellspent graph.
- 7 advisors are listed here; 1 of 7 hold the CFP.
- Its Form ADV reports 7 employees and 458 individual clients, 128 of them high net worth.
- Its average account is about $1.0 million (assets it manages divided by its 496 accounts).
Facts
| Based in | Tulsa, Oklahoma |
|---|---|
| Website | pinnacleholdings.net |
| [email protected] | |
| Phone | (918) 582-6864 |
Pinnacle Investment Advisors fees
Pinnacle Investment Advisors 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. 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 · Performance-based fees |
|---|---|
| Assets managed | $508 million |
| Individual clients | 330 |
| High-net-worth clients | 128 |
| Accounts managed | 496 |
| Employees | 7 |
| Planning clients | 11-25 |
| Registered with | The SEC (801-57298) |
| Financial planning | Offered |
| Form ADV filed | March 5, 2026 |
| SEC record | CRD 108086 |