Pinnacle Wealth Management, LLC fees and pricing

Financial planner in Dyersburg, Tennessee. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated January 21, 2026, Pinnacle Wealth Management, LLC charges $200 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 21, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $200/hr; “Pinnacle Wealth’s financial planning and consulting services are offered for an hourly fee of $200.”

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

“Fees are payable monthly, in arrears, and are based on the balance of the account on the last business day of the month.”
“The first month’s fees will be calculated on a pro-rata basis.”
“Pinnacle Wealth's monthly fee will be pro-rated through the date of termination and the firm will invoice the Client for the unpaid portion of the fee.”

Its hourly rate of $200 is below the Tennessee median of $275. 14% of the 111 other Tennessee planners that publish an hourly rate charge less.

How the firm is paid: Hourly fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 1.5% a year
Clients: 139
Employees: 2
Works with: Individuals and high net worth individuals
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and selecting other advisers
Assets managed: $95,487,508
Registered with: State securities regulators
Disciplinary disclosures: Yes. Read them on the SEC site (opens in new tab)
SEC CRD number: 283919
Phone: (731) 287-4646

Can advise clients in 2 states: Missouri, Tennessee

Is something on this page wrong or out of date?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