Pinnacle Advisors fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 30, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$3,000⁠-⁠$20,000

“For financial planning only clients, Pinnacle's one-time Financial Planning fees range from $3,000 to $20,000, depending on the specific arrangement reached with the client.”

Quarterly fee

$1,850/qtr

“Lifetime | Ascent™ Program: $7,500 annually ($1,850 per quarter).”

Annual fee

$7,500/yr

From the same sentence as above.

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Pinnacle Advisors bills

Payment and refund terms, quoted from the fee section of the brochure.

• “However, these fees may be negotiable on a client-by-client basis.”
• “These fees are billed quarterly, in arrears, based on the average daily market value of the managed portfolio during the billing quarter.”
• “These fees are billed quarterly in arrears.”

How Pinnacle Advisors’ fees compare

• Its flat or project fee of $3,000-$20,000 spans the Ohio median of $3,250. 92% of the 199 other Ohio planners that publish a flat or project fee charge less.
• 2 of the 2 other planners in Mansfield that publish a flat or project fee charge less.
• Its annual fee of $7,500 is above the Ohio median of $5,000. 61% of the 79 other Ohio planners that publish an annual fee charge less.

About Pinnacle Advisors

• Firm size: 35 employees.
• Credentials named in the brochure: CFP®, ChFC®, and CFA.
• Registered as an adviser: 1996 (30 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1% a year

Clients

1,064

Employees

35

Works with

Individuals, high net worth individuals, pension and profit sharing plans, charities, and businesses

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, and selecting other advisers

Assets managed

$2,136,474,646

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

106817

Website

pinnacleadvisors.com (opens in new tab)

Phone

(419) 526-5226

Can advise clients in 17 states: California, Florida, Georgia, Illinois, Kansas, Louisiana, Massachusetts, Maryland, Michigan, Missouri, North Carolina, New York, Ohio, Pennsylvania, Tennessee, Texas, Virginia

Other planners in Mansfield that publish fees

• Bespoke Family AdvisorsMansfield$3,000⁠-⁠$5,000, $1,000⁠-⁠$10,000/yr
• Whitaker-Myers Wealth Managers, LTD.Mansfield$250/hr, $250⁠-⁠$5,000
• 1TaxfinancialCincinnati$300/hr
• Aan Wealth Advisors LLCCanton$250/hr
• Access Wealth Group, LLCDublin$150⁠-⁠$400/hr
• Accountable Financial Planning LLCWesterville$200/hr, $2,500/yr

Compare all 6 planners in Mansfield