Pinnacle Financial Advisors

What Pinnacle Financial Advisors does

Pinnacle Financial Advisors is a private, full-service financial planning and wealth management firm headquartered in Chandler, Arizona (originally listed as Tempe), founded in 2005 by Lennard and Cheri van der Feltz. The firm provides a comprehensive suite of advisory services including financial planning, investment management, risk management and insurance, tax efficiency planning, cash flow management, and estate planning, along with specialized offerings in retirement planning, business succession planning, corporate retirement plans (401(k)/403(b)), benefits plan optimization, debt management, and multi-generational financial planning. Service delivery is consultative and relationship-based, with explicit emphasis on bespoke plans rather than templated portfolios.

The firm operates on a professional services revenue model. Securities are offered through Registered Representatives of Cetera Advisors LLC (FINRA/SIPC member broker-dealer), which generates transaction-based commission revenue, while advisory services are offered through Investment Adviser Representatives of Cetera Investment Advisers LLC, generating fees based on assets under management. The go-to-market motion is sales-led and direct-to-client, relying on personal consultations and long-term advisory relationships rather than scaled distribution.

Following the 2022 retirement of the founding partners, Pinnacle transitioned into a partnership with Wilde Wealth Management Group to ensure continuity of client service. The firm is intentionally small (1-10 employees), horizontally segmented across four client cohorts: business owners in transition, retirees and pre-retirees, business professionals, and new investors. There is no proprietary technology platform, no disclosed revenue, no external institutional ownership, and no AI/ML capabilities indicated in the available source material.

Name

Pinnacle Financial Advisors

Legal name

Pinnacle Financial Advisors

Website

https://teampinnacle.net

Company type

Private

Founded year

2005

Operating status

Operating

Headcount range

1–10 employees

Short description

Pinnacle Financial Advisors is a private Arizona-based financial planning and wealth management firm offering investment, insurance, retirement, estate, and tax planning services to individuals, business owners, professionals, and new investors under a Cetera-affiliated advisory model.

Ownership category

akta.pro rank

Product category

Wealth Management and Financial Advisory Services

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro industry

PRIMARYFSAEAAAA

Comprehensive Financial Planning

Financial & Insurance/Financial Advisory, Brokerage & Intermediation/Investment Advisory & Financial Planning

SECONDARYFSAEABAA

Registered Investment Advisor (RIA) Wealth Management

Financial & Insurance/Financial Advisory, Brokerage & Intermediation/Wealth & Retirement Advisory

SECONDARYFSAAACAB

Financial Planning–Led RIAs

Financial & Insurance/Asset & Wealth Management/Registered Investment Advisors (RIAs) & Independent Wealth Managers

Keywords

• Financial planning services
• Wealth management advisory
• Investment management
• Retirement planning services
• Tax planning advisory

Headquarters

HQ city

Tempe

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Others

Revenue model

1. Financial Planning and Wealth Management Advisory Services: The firm provides comprehensive financial planning and wealth management services including financial planning, investment management, risk management & insurance, tax efficiency planning, and cash flow management. Services are offered through registered representatives and investment adviser representatives.

Go-to-market motion1 record

Distribution channels3 records

Marketing channels5 records

Core offering

Pinnacle Financial Advisors is a full-service financial planning and wealth management firm providing personalized advisory services including financial planning, investment management, risk management and insurance, tax efficiency planning, cash flow management, and estate planning. The firm delivers services through a consultative, relationship-based model serving individuals (retirees, pre-retirees, new investors, business professionals) and business owners (succession planning, corporate retirement plans). Securities are offered through Cetera Advisors LLC and advisory services through Cetera Investment Advisers LLC.

Product overview

Pinnacle Financial Advisors is a full-service financial planning and wealth management firm offering a comprehensive suite of advisory services. The firm's core offerings include Financial Planning, Investment Management, Risk Management & Insurance, Tax Efficiency Planning, Cash Flow Management, and Estate Planning. Specialized services target specific client segments including retirees and pre-retirees, business professionals, business owners in transition, and new investors. The firm also provides Business Succession Planning, Corporate Retirement Plans, Benefits Plan Optimization, and Multi-generational Financial Planning services. All services are delivered through a consultative, relationship-based approach with personalized financial roadmaps rather than one-size-fits-all solutions.

Differentiator

Problem solved

Functional benefit

Products and services

• Financial Planning

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Three partnerships are on record, tiered core.

• Wilde Wealth Management GroupcoreStrategic or Co-development Partner · 1 January 2022Pinnacle has been operating in partnership with Wilde Wealth Management Group over the past year, ensuring a seamless transition for clients after founding partners Lennard and Cheri van der Feltz retired. The Wilde Wealth team shares the same commitment to personalized service, transparency, and thoughtful financial guidance. Clients can continue to expect the same high level of care and attention moving forward.
• Cetera Advisors LLCcoreChannel Partner/ Reseller/ DistributorSecurities offered through Cetera Advisors LLC (doing insurance business in CA as CFGA Insurance Agency LLC), member FINRA, SIPC, a broker/dealer. This is the affiliated broker/dealer firm through which registered representatives conduct securities business.
• Cetera Investment Advisers LLCcoreChannel Partner/ Reseller/ DistributorAdvisory services offered through Cetera Investment Advisers LLC, a registered investment advisor. Investment Adviser Representatives provide investment advisory services and receive fees based on assets under management.

Scale indicators1 record

Recent moves5 records

Expansion highlights3 records

Broad incumbents

• LPL Financial: Largest independent broker-dealer in the US, supporting thousands of independent RIAs and financial advisors. Similar Cetera-style affiliation model and shared client segments.
• Northwestern Mutual: Major provider of financial planning, investment, retirement, and insurance services with a field-advisor model. Comparable focus on comprehensive planning and insurance bundling, including business and estate planning.
• Ameriprise Financial: Large diversified financial services company offering financial planning, investment management, insurance, and retirement planning through a national network of advisors — overlapping client base and product suite.
• Edward Jones: National financial advisory firm with a branch-based model serving individual investors, retirees, and small business owners with financial planning, retirement, and investment services — highly comparable target market and service mix.
• Charles Schwab Wealth Advisory: Schwab's wealth advisory business offering financial planning and investment management to retail and HNW clients, including dedicated advisors — overlapping RIA-style advisory services.
• Cetera Investment Advisers LLC: The registered investment advisor through which Pinnacle delivers advisory services. A national, large-scale RIA platform supporting thousands of independent advisors with similar financial planning services.
• Raymond James Financial Services: Diversified financial services firm with a large independent advisor channel offering wealth management, retirement planning, and tax/estate strategies — directly comparable firm-level offerings.
• Fidelity Wealth Services: Fidelity's wealth advisory arm offering financial planning, investment management, and retirement coaching to mass-affluent and HNW clients — competing in the same comprehensive financial planning space.

Emerging players

• Vanguard Personal Advisor: Vanguard's hybrid robo-plus-human advisory service offering lower-fee financial planning and portfolio management. Relevant as a digital-first competitor pressuring traditional advisors' pricing and reach.

Direct peers

• Wilde Wealth Management Group: Arizona-based RIA and wealth management firm that has been operating in partnership with Pinnacle since the founders' 2022 retirement. Closest peer given shared geography, client segments (business owners, retirees, professionals), and service model.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat3 records

Key risks6 records

Key highlights7 records

Customer concentration

• Facebookfacebook.com/PinnacleFinancialAdvisorsAZ
• LinkedInlinkedin.com/company/pinnacle-financial-advisors-of-arizona

Revenue estimate

Valuation estimate

Number of profiles

Profiles3 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Pinnacle Financial Advisors