The Pinnacle Financial Group fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 30, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$1,500⁠-⁠$10,000

“The fees for creating client financial plans ranges between $1,500 and $10,000.”

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

How The Pinnacle Financial Group bills

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

• “For all fees listed above, fees are negotiable depending upon the needs of the client and complexity of the situation.”
• “Fees are paid quarterly in advance, and clients may terminate their contracts with seven days’ written notice.”
• “Refunds are given on a prorated basis, based on the number of days remaining in a quarter at the point of termination.”

How The Pinnacle Financial Group’s fees compare

• Its flat or project fee of $1,500-$10,000 spans the New York median of $4,500. 65% of the 251 other New York planners that publish a flat or project fee charge less.

About The Pinnacle Financial Group

• Firm size: 54 employees.
• Registered as an adviser: 2012 (14 years).

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

2.5% a year

Clients

3,150

Employees

54

Works with

Individuals, high net worth individuals, pension and profit sharing plans, charities, and businesses

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers

Assets managed

$1,383,850,000

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

164395

Website

twitter.com/fjnorthstar (opens in new tab)

Phone

(516) 763-9700

Can advise clients in 25 states: Arizona, California, Colorado, Connecticut, Delaware, Florida, Georgia, Iowa, Illinois, Indiana, Massachusetts, Maryland, Maine, Michigan, North Carolina, New Jersey, Nevada, New York, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Virginia, Washington

Other planners in Rockville Centre that publish fees

• Carroll Financial Group, Inc.Rockville Centre$200⁠-⁠$2,000
• 4Thought Financial Group Inc.Syosset$200/hr, $100/mo
• Abaya Wealth Management LLCBuffalo$2,000⁠-⁠$5,000
• Abby Advisors LLCDobbs Ferry$250/hr, $500
• Abernathy Group II LLCNew York$750/hr, $1,000/yr
• About Time Financial PlanningRochester$1,000⁠-⁠$2,000, $700⁠-⁠$3,200/qtr

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