Pinnacle Strategic Wealth Management, LLC. fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed October 1, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$150⁠-⁠$500/hr

“On an hourly basis, ranging from $150 - $500 per hour, depending on the nature and complexity of each client's circumstances.”

Flat or project fee

$500⁠-⁠$5,000

“Financial Planning fees will be charged in one of two ways:   As a fixed fee, typically ranging from $500 - $5,000, depending on the nature and complexity of each client's circumstances.”

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

How Pinnacle Strategic Wealth Management, LLC. bills

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

• “The fee will be based on the gross value of the managed asset, and will be billed in arrears for each calendar quarter by the Broker, Charles Schwab & Co., Inc.”
• “Management fees shall not be prorated for each capital contribution and withdrawal made during the applicable calendar quarter.”
• “Accounts initiated or terminated during a calendar quarter will not be charged a prorated fee.”

How Pinnacle Strategic Wealth Management, LLC.’s fees compare

• Its hourly rate of $150-$500 spans the Pennsylvania median of $250. 72% of the 267 other Pennsylvania planners that publish an hourly rate charge less.
• Its flat or project fee of $500-$5,000 spans the Pennsylvania median of $3,650. 37% of the 232 other Pennsylvania planners that publish a flat or project fee charge less.

About Pinnacle Strategic Wealth Management, LLC.

• Firm size: 2 employees.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2025.

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Estate 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

2% a year

Minimum

No minimum stated in brochure

Clients

501

Employees

2

Works with

High net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and portfolio management for businesses and institutions

Assets managed

$146,485,000

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

155652

Website

pswmadvisors.com (opens in new tab)

Phone

(610) 574-8632

Other planners in Pennsylvania that publish fees

• 100 Plus PlanningCenter Valley$1,000⁠-⁠$6,000
• 10TH Street CapitalPhiladelphia$300/hr, $3,000⁠-⁠$20,000
• 2ND Story Wealth PlannersPlymouth Meeting$400/hr, $3,000⁠-⁠$6,000
• 80 West Asset Management, LLCPittsburgh$250/hr, $2,000/yr
• A Better Way Financial, LLCAllentown$500⁠-⁠$2,399/yr
• A. Neff Associates LLCPittsburgh$150/hr

Compare all 621 planners in Pennsylvania