Wealth Pinnacle, Inc. fees
Financial planner in Centerville, Ohio. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 25, 2026, Wealth Pinnacle, Inc. (Centerville, OH) charges $300 an hour for financial planning.
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 25, 2026. Fees can change.
- Hourly rate
- $300/hr
Above the Ohio median of $250; 56% of the 118 other planners in Ohio that publish an hourly rate charge less. None of the 3 other planners in Centerville charge less, and 1 charges the same.
“The rate is $300 per hour or partial hour.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- None stated in the brochure
- Credentials held at the firm
- CFA
- Team size
- Solo practice (one employee)
How Wealth Pinnacle, Inc. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees shall be negotiable in certain cases.”
- “The client will incur charges for bona-fide advisory services rendered to the point of termination, and such fees will be due and payable by the client.”
- “Refunds will be given on a pro-rata basis, upon request.”
About Wealth Pinnacle, Inc.
“The Adviser will work with the client to identify their investment objectives, risk tolerance, and investment time horizon in order to create an initial portfolio allocation designed to complement the client’s investment goals (i.e. capital appreciation, investment income, capital preservation, retirement funding,…”
- Founded: 2007 (19 years).
Firm details from Form ADV
- How the firm is paid
- Hourly fees, flat or fixed fees, and a percentage of assets under management
- Clients
- 4
- Works with
- Individuals, high net worth individuals, and businesses
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $4.1 million
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of March 25, 2026
- CRD number
- 144219 (opens in new tab)
- Phone
- (937) 329-4000
Other planners in Centerville that publish fees
- Buckeye Wealth Partners, LLCCentervilleHourly $250-$350/hr, Flat $1,500-$10,000
- Fiduciary Wealth Group, LLCCentervilleHourly up to $350/hr, Flat up to $12,500
- Ridgeline Wealth Planning LLCCentervilleHourly $400/hr, Quarterly $500/qtr
- Wealth AccelCentervilleHourly $400/hr, Monthly $500-$3,000/mo
More planners in Ohio that publish fees
- Bollin Wealth Management, LLCPerrysburgHourly $500/hr, Flat $3,000-$10,000
- Oak Park Wealth Management LLCLakewoodHourly up to $225/hr
- Shaffer CapitalWestervilleFlat from $500
- Blue AdvisorsUpper ArlingtonHourly $200/hr, Flat $1,500-$5,000
- Allied Planning PartnersBataviaFlat $750, Annual $4,000/yr
- Ironkoor Retirement, LLCWest ChesterFlat up to $10,000, Quarterly $750-$2,500/qtr
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.