Pinnacle Planning Advisors, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 24, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$350/hr

“Depending upon the complexity of the situation and the needs of the client, the hourly fee for these services is no greater than $350 per hour.”

Flat or project fee

$800⁠-⁠$3,000

“The rate for creating comprehensive financial plans ranges from $800 to $3,000 depending on the complexity.”

Annual fee

$2,000⁠-⁠$12,000/yr

“These fixed annual retainer fees are negotiable but will range from $2,000 to $12,000 per year.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Pinnacle Planning Advisors, LLC bills

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

• “Fees are paid quarterly in advance, and clients may terminate their contracts with written notice.”
• “Refunds are given on a prorated basis, based on the number of days remaining in a quarter at the point of termination.”
• “Clients may terminate their contracts without penalty, for full refund, within 5 business days of signing the advisory contract.”

How Pinnacle Planning Advisors, LLC’s fees compare

• Its hourly rate of $350 is above the Illinois median of $273. 68% of the 215 other Illinois planners that publish an hourly rate charge less.
• Its flat or project fee of $800-$3,000 is below the Illinois median of $4,500. 18% of the 175 other Illinois planners that publish a flat or project fee charge less.
• None of the 3 other planners in Evanston that publish a flat or project fee charge less.
• Its annual fee of $2,000-$12,000 spans the Illinois median of $7,500. 48% of the 77 other Illinois planners that publish an annual fee charge less.

About Pinnacle Planning Advisors, LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2010 (16 years).

Planning areas mentioned in the brochure

• Estate planning
• College planning

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

Highest asset based fee in brochure

1% a year

Clients

9

Employees

1

Works with

Individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops

Assets managed

$5,000,000

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

155093

Website

pinnplan.com (opens in new tab)

Phone

(847) 323-9836

Other planners in Evanston that publish fees

• Blue Sky Investment Partners, Inc.Evanston$1,500⁠-⁠$2,500
• Defender Asset Management LLCEvanston$125/hr, $1,500⁠-⁠$30,000
• Grosse Point Capital ManagementEvanston$2,500⁠-⁠$10,000
• 15 Wealth Advisors LLCMundelein$250⁠-⁠$10,000/yr
• 1ST Advantage Financial Advisers, LLCLombard$200/hr
• Alo Financial PlanningMount Prospect$3,000

Compare all 7 planners in Evanston