Pinnacle Financial Planning fees and pricing
Financial planner in Aurora, Illinois. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated May 12, 2026, Pinnacle Financial Planning charges a flat or project fee of $250-$2,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed May 12, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $250-$2,000
“PFP charges a negotiable fixed fee for financial planning services between $250 and $2,000 dependent upon the complexity of the Client’s specific situation.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Pinnacle Financial Planning bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The fee will be disclosed to the Client in the Investment Advisory Agreement and are negotiable.”
- “Fees are assessed quarterly in arrears based on the amount of the assets managed as of the end of the previous quarter and will take into account additions and withdrawals in the time period.”
- “For terminations after the initial five business days, GI will be entitled to a pro-rata fee for the days service was provided in the final quarter.”
How Pinnacle Financial Planning’s fees compare
- Its flat or project fee of $250-$2,000 is below the Illinois median of $4,500. 10% of the 175 other Illinois planners that publish a flat or project fee charge less.
About Pinnacle Financial Planning
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2026.
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
- 1.95% a year
- Employees
- 1
- Services reported to regulators
- Financial planning and selecting other advisers
- Registered with
- State securities regulators
- Disciplinary disclosures
- Yes. Read them on the SEC site (opens in new tab)
- SEC CRD number
- 317718
- Phone
- (815) 922-0195
Other planners in Illinois that publish fees
- 15 Wealth Advisors LLCMundelein$250-$10,000/yr
- 1ST Advantage Financial Advisers, LLCLombard$200/hr
- Alo Financial PlanningMount Prospect$3,000
- Altair Advisers, LLCChicago$200-$500/hr
- Altman AdvisorsChicago$500/hr, $25,000
- Ameribanc CorporationHoffman Estates$500/hr, $250-$5,000
Is something on this page wrong or out of date?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.