Skyview Pinnacle fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed May 14, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$125⁠-⁠$400/hr

“If compensation is to be paid on an hourly basis it will be determined by the information required and range from $125 per hour to $400 per hour billed in 15-minute time fraction.”

Flat or project fee

$500⁠-⁠$10,000

“Fixed fees for financial planning will typically range from $500 - $10,000, depending on the scope and complexity of the work.”

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

How Skyview Pinnacle bills

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

• “The exact fee will be determined in advance based on the agreement between the client and the firm and based on the information provided by the client at that time or the complexity of the plan.”
• “All fixed/hourly fees for services offered by the firm will be determined in advance based on the agreement between the client and the firm and based on the information provided by the client at that time.”
• “Financial planning fees are billed in advance.”

How Skyview Pinnacle’s fees compare

• Its hourly rate of $125-$400 spans the Florida median of $288. 47% of the 372 other Florida planners that publish an hourly rate charge less.
• Its flat or project fee of $500-$10,000 spans the Florida median of $4,900. 58% of the 320 other Florida planners that publish a flat or project fee charge less.

About Skyview Pinnacle

• Firm size: 2 employees.
• Registered as an adviser: 2026.

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

Clients

45

Employees

2

Works with

Individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$10,468,799

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

338282

Website

skyviewpinnacle.com (opens in new tab)

Phone

(656) 245-3491

Other planners in Florida that publish fees

• 22 Seven Wealth Management IncPanama City$150/hr, $500⁠-⁠$2,500
• 365Sundays Wealth LLCLake Mary$5,000⁠-⁠$15,500, $5,000/yr
• 4 VerticalRiverview$250/hr
• 7 Star Investment AdvisorsRiverview$1,500⁠-⁠$7,500
• Acertado InvestmentsFort Lauderdale$800⁠-⁠$3,600
• Achieving Veritas LLCSt. Augustine$1,500⁠-⁠$15,000

Compare all 944 planners in Florida