Fee-only adviser · Springfield, MO
Pinnacle Family Advisors, LLC
Pinnacle Family Advisors, LLC is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Springfield, Missouri. On its latest Form ADV, filed March 31, 2026, it reports $372M in regulatory assets under management, 907 individual clients and 8 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | SEC-registered |
|---|---|
| Firm CRD number | 145628 · SEC file 801-78013 |
| Office | 620 W. Republic Road Suite 104 Springfield, MO 65807 |
| Phone | (417) 886-6590 |
| Website | www.pinnaclefamilyadvisors.com |
| Regulatory assets under management | $372M |
| Individual clients | 802 non-high-net-worth, 105 high-net-worth |
| Financial planning clients | 1-10 |
| How it charges | Percentage of assets, Hourly, Fixed fee, Subscription, Other |
| Services | Financial planning, Portfolio management, Pension consulting, Selection of other advisers |
| Employees | 13 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | March 31, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Springfield
- Mackay Financial Planning, LLC $176M
- JKD Financial $26M
- Hickory Wealth Management, LLC $127M
- Trend Management, Inc. $95M
- Pension Consultants Inc $5.4B
- Walker Asset Management, LLC $315M
See all 10 fee-only advisers in Springfield →
Nearby
- Nixa 1 firm
Comparing several firms? Tell us what you need and we will suggest fee-only advisers that fit. Work at Pinnacle Family Advisors, LLC? Update this listing.