Pinnacle Investment Advisors, LLC fees and pricing
Financial planner in Ann Arbor, Michigan. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 23, 2026, Pinnacle Investment Advisors, LLC charges $175-$250 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 23, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $175-$250/hr
“Follow-on implementation work is billed separately at the rate of $175 to $250 per hour.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Pinnacle Investment Advisors, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Prior to preparation of the quarterly fee invoices, each client will receive a quarterly fair market value portfolio - 3Pinnacle Investment Advisors analysis report which includes this accrued interest calculation by security, if applicable.”
- “Prior to preparation of the quarterly fee invoices, each client will receive a quarterly fair market value portfolio analysis report which includes this accrued interest calculation by security, if applicable.”
- “Portfolio Size Annual % Up to $99,999 1.00 $100,000 to $1,000,000 0.50 Over $1,000,000 Negotiable Financial Planning The fee for a financial plan is predicated upon the facts known at the start of the engagement.”
How Pinnacle Investment Advisors, LLC’s fees compare
- Its hourly rate of $175-$250 is below the Michigan median of $250. 32% of the 170 other Michigan planners that publish an hourly rate charge less.
- 4 of the 10 other planners in Ann Arbor that publish an hourly rate charge less.
About Pinnacle Investment Advisors, LLC
“Pinnacle Investment Advisors, LLC provides personalized confidential financial planning and investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses.”
- Firm size: 3 employees.
- Credentials named in the brochure: CFP®, CPA, and EA.
- Founded: 1998 (28 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- College planning
- Business owners
- Insurance analysis
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Minimum
- $375 minimum fee (stated in brochure)
- Clients
- 34
- Employees
- 3
- Works with
- Individuals, high net worth individuals, pooled investment vehicles, and pension and profit sharing plans
- 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
- $71,764,221
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 149495
- Phone
- (734) 662-1746
Other planners in Ann Arbor that publish fees
- A B L E Wealth Management Solutions LLCAnn Arbor$400/hr, $500
- Arbor Trust Wealth Advisors, LLCAnn Arbor$200-$400/hr, $2,500-$5,000
- Boardwalk Wealth ManagementAnn Arbor$1,000-$3,000, $200-$2,500/qtr
- Coriander Financial Group LLCAnn Arbor$300/hr
- Darden Wealth GroupAnn Arbor$400/hr, $1,500-$25,000/qtr
- Geddi Capital LLCAnn Arbor$3-$50/mo
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.