Pinnacle Retirement & Financial Planning fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$300

“General Financial Planning Projects and consulting service fees are assessed by financial planning complexity on a billable hourly range of $300-450/hr.”

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

How Pinnacle Retirement & Financial Planning bills

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

• “Remainder Financial Planning fees are later billed in three installments unless otherwise agreed.”
• “Additional hours required due to a material change in Client's financial situation will be agreed to in writing before such additional work is completed or billed.”
• “Topical Financial Planning projects may be billed monthly unless otherwise agreed.”

How Pinnacle Retirement & Financial Planning’s fees compare

• Its flat or project fee of $300 is below the California median of $5,000. 1% of the 796 other California planners that publish a flat or project fee charge less.
• None of the 13 other planners in San Rafael that publish a flat or project fee charge less.

About Pinnacle Retirement & Financial Planning

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 1998 (28 years).

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

143

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$65,243,781

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

136331

Website

pinnacleretirementandfinancialplanning.com (opens in new tab)

Phone

(415) 454-0661

Other planners in San Rafael that publish fees

• Attune Financial Planning, LLCSan Rafael$3,500⁠-⁠$7,500, $7,500/yr
• Brunger FinancialSan Rafael$25⁠-⁠$100/hr, $1,000⁠-⁠$10,000
• Clarity Wealth PartnersSan Rafael$500/hr, $3,500⁠-⁠$5,500
• Fiduciary Financial Group, LLCSan Rafael$7,200⁠-⁠$100,000
• HCM WealthSan Rafael$350/hr, $3,000⁠-⁠$5,000
• Hutchinson & Ziegler Financial Advisors, Inc.San Rafael$500/hr

Compare all 26 planners in San Rafael