Pinnacle Financial Group LLC fees and pricing
Financial planner in Valparaiso, Indiana. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated August 12, 2024, Pinnacle Financial Group LLC charges a flat or project fee of $500 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed August 12, 2024. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $500
“AND CONSULTING PFG charges a fixed fee of $500 based on complexity and unique Client needs for financial planning.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Pinnacle Financial Group LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are billed monthly in arrears based on an average daily balance of the account for the previous month.”
- “For accounts opened or closed mid-billing period, fees will be prorated based on the days services are provided during the given period.”
- “Altruist charges a fee that is paid on a pro-rata annualized basis monthly in arrears based on the value of the assets subscribed to a Model Portfolio in an Account on the last day of the previous month.”
How Pinnacle Financial Group LLC’s fees compare
- Its flat or project fee of $500 is below the Indiana median of $5,000. 1% of the 84 other Indiana planners that publish a flat or project fee charge less.
- None of the 3 other planners in Valparaiso that publish a flat or project fee charge less.
About Pinnacle Financial Group LLC
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2024 (2 years).
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1% a year
- Employees
- 1
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $83,415
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 332295
- Phone
- (219) 241-9117
Other planners in Valparaiso that publish fees
- Dunes FinancialValparaiso$250/hr, $2,000-$12,000
- Kotys Wealth ProfessionalsValparaiso$375/hr
- Lauer Wealth ManagementValparaiso$1,000-$50,000
- MWM Advisory Group, LLCValparaiso$250/hr, $2,000-$10,000
Is something on this page wrong or out of date?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.