Pinnacle Investment Advisors fees and pricing

Financial planner in Tulsa, Oklahoma. Registered with the SEC.

According to its Form ADV Part 2A brochure dated March 5, 2026, Pinnacle Investment Advisors charges $250 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 5, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $250/hr; “Pinnacle provides consultation and employee education services for 401(k) plans and can provide asset allocation analysis, portfolio analysis, and security analysis services for an hourly rate of $250.00.”

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

“Our fees are deducted in arrears and are calculated as a percentage of the market value of assets in the portfolio on the last day of the quarter.”
“Fee rates will be negotiable from time to time at our discretion and will be charged on the calendar quarter end for the prior quarter.”
“Management fees can be deducted from the client’s account with written permission or billed directly to the client.”

Its hourly rate of $250 matches the Oklahoma median of $250. 32% of the 41 other Oklahoma planners that publish an hourly rate charge less.
4 of the 19 other planners in Tulsa that publish an hourly rate charge less.

How the firm is paid: Hourly fees, percentage of assets under management, performance based fees
Charges a % of assets: Yes
Highest asset based fee in brochure: 2.77% a year
Clients: 458
Employees: 7
Works with: Individuals, high net worth individuals, pooled investment vehicles, pension and profit sharing plans, charities, state and local governments, businesses, and other
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and portfolio management for businesses and institutions
Assets managed: $508,333,424
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: None reported
SEC CRD number: 108086
Website: pinnacleholdings.net (opens in new tab)
Phone: (918) 582-6864

Is something on this page wrong or out of date?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.