Pinnacle Financial Freedom LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed July 13, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$650

“PFFL generally charges a monthly advisory fee of $650 for financial planning and portfolio management services.”

Monthly fee

$200/mo

“PFFL will offer financial plans and portfolio management to direct family members of existing clients for an additional $200 per month.”

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

How Pinnacle Financial Freedom LLC bills

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

• “Clients may terminate the agreement without penalty, for full refund of PFFL’s fees, within five business days of signing the Agreement.”
• “Fees are paid monthly. 4 Fixed fees are paid four months in advance when signing the Agreement for the creation of the financial plan, but never more than six months in advance.”
• “Refunds for fees paid in advance but not yet earned will be refunded on a prorated basis and returned within fourteen days to the client via check.”

How Pinnacle Financial Freedom LLC’s fees compare

• Its flat or project fee of $650 is below the Arizona median of $3,100. 5% of the 164 other Arizona planners that publish a flat or project fee charge less.
• 3 of the 47 other planners in Scottsdale that publish a flat or project fee charge less.
• It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.

About Pinnacle Financial Freedom LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2022 (4 years).

Firm details from Form ADV

How the firm is paid

Fixed or flat fees

Charges a % of assets

No

Clients

18

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$20,355,226

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

319369

Website

pinnaclefinancialfreedom.com (opens in new tab)

Phone

(408) 718-7601

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