Pinnacle Financial Group LLC fees
Financial planner in Western Springs, Illinois. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 17, 2026, Pinnacle Financial Group LLC (Western Springs, IL) charges up to $250 an hour for financial planning.
- Website: mypinnaclefinancial.com (opens in new tab)
- Call (708) 246-6262
- Brochure (PDF) (opens in new tab)
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 17, 2026. Fees can change.
- Hourly rate
- Up to $250/hr
Capped at $250, at or below the Illinois median of $275.
“We charge an hourly fee of up to $250 for financial planning services, which is negotiable depending on the scope and complexity of the plan, your situation, and your financial objectives.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- None stated in the brochure
- Team size
- 7 employees
How Pinnacle Financial Group LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Financial planning fees are due upon completion of the services rendered.”
- “Our advisory fee is negotiable, depending on individual client circumstances.”
- “Exceptions may be granted subject to our firm’s consent for clients to be billed directly for our fees.”
About Pinnacle Financial Group LLC
“We offer broad-based, modular, and consultative financial planning services. Financial planning services will typically involve providing a variety of services, principally advisory in nature, to clients regarding the management of their financial resources based upon an analysis of their individual needs.”
Firm details from Form ADV
- How the firm is paid
- Hourly fees, flat or fixed fees, and a percentage of assets under management
- Clients
- 390
- 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
- $673 million
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported on Form ADV as of March 17, 2026
- CRD number
- 116600 (opens in new tab)
- Phone
- (708) 246-6262
Registered or notice filed in 10 states: California, Colorado, Florida, Illinois, Indiana, Louisiana, Michigan, Nebraska, Ohio, Texas
Other planners in Western Springs that publish fees
- Pebble Valley Wealth ManagementWestern SpringsFlat $4,100-$10,000
- Wentsel Wealth Management, LLCWestern SpringsFlat $500-$6,000, Monthly $100-$400/mo
More planners in Illinois that publish fees
- Financial Solutions Advisory GroupChicagoHourly $250/hr
- Zimmerman Wealth Management, LLCEvanstonHourly $95-$600/hr, Flat $8,500-$20,000
- Brian Thompson FinancialChicagoAnnual $8,000/yr
- Landphair Wealth Management LLCDeerfieldHourly up to $250/hr, Flat $3,000-$10,000
- Whole Picture Wealth Management LLCOrland ParkHourly $250/hr, Flat $2,000-$10,000
- MJC Financial Fitness LLCChicagoHourly $150/hr, Quarterly $375/qtr
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.