PINNACLE FINANCIAL GROUP LLC
SEC RegisteredSECURITY • TRUST • PEACE OF MIND
About the firm
Pinnacle is a fee-only financial planning and wealth management firm and a member of the National Association of Personal Financial Advisors. As an independent Registered Investment Advisor (RIA) regulated by the SEC, the firm is dedicated to providing investment management and strategic wealth planning specific to each client's situation. Pinnacle strives to be a trusted advisor by providing unbiased opinions designed to achieve long-term investment results.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Pinnacle offers Wealth Management (combining comprehensive financial planning and investment management in one bundled fee) and stand-alone Investment Management services, along with retirement planning, qualified tuition plans, annuities, mutual funds, certificates of deposit, employee pension plans, other retirement savings plans, life insurance, long-term care, disability and critical illness coverage, and health insurance group health benefits.
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 194 | $87M |
| High Net Worth Individuals | 196 | $579M |
| Charitable Organizations | 2 | $5.0M |
| State/Municipal Entities | 1 | — |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
4 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $1,000,000 | 1.00% |
| Next $1,000,000 | 0.75% |
| Above $2,000,000 | 0.50% |
Data as of March 17, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. PINNACLE FINANCIAL GROUP LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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