{
  "crd_number": 317718,
  "slug": "pinnacle-financial-planning-317718",
  "primary_business_name": "PINNACLE FINANCIAL PLANNING",
  "legal_name": "PACHCIARZ CONSULTING LLC",
  "dbas": [],
  "city": null,
  "state": null,
  "country": null,
  "cbsa_code": null,
  "metro": null,
  "registration_type": "state",
  "registration_status": "APPROVED",
  "registration_date": "2026-05-18",
  "years_registered": 0,
  "period": "2026-10-01",
  "filing_date": "2026-05-12",
  "carried_forward": false,
  "raum_total": null,
  "raum_discretionary": null,
  "raum_non_discretionary": null,
  "raum_band": "not_reported",
  "raum_band_label": "Not reported",
  "total_employees": 1,
  "advisory_employees": 1,
  "client_count_bucket": null,
  "clients_by_type": null,
  "compensation_types": [
    "fixed",
    "other"
  ],
  "advisory_activities": [
    "financial_planning",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 2,
  "states_registered": [
    "IL"
  ],
  "websites": [
    "https://pinnacle-fp.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/317718",
  "listing_state": "IL",
  "disclosure_items": [
    {
      "item": "11.A(2)",
      "question": "In the past ten years, has the firm or an advisory affiliate been charged with a felony?"
    },
    {
      "item": "11.E(4)",
      "question": "Has a self-regulatory organization or a commodities exchange ever disciplined the firm or an advisory affiliate by expelling or suspending it from membership, barring or suspending it from association with other members, or otherwise restricting its activities?"
    }
  ],
  "city_as_filed": null,
  "url": "https://advisorcensus.com/firm/pinnacle-financial-planning-317718",
  "display_name": "Pinnacle Financial Planning",
  "summary": "Pinnacle Financial Planning is a state-registered investment advisory firm, registered since 2026, with no regulatory assets under management reported in its Form ADV filing dated May 12, 2026.",
  "citation": "AdvisorCensus. Pinnacle Financial Planning (CRD 317718): Form ADV filing data as of October 2026.",
  "registration_type_label": "State-registered investment adviser",
  "compensation_labels": [
    "Fixed fees (other than subscription fees)",
    "Other"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Pinnacle Financial Planning compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Pinnacle Financial Planning reports these compensation arrangements: fixed fees (other than subscription fees); other. The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Is Pinnacle Financial Planning registered with the SEC or a state?",
      "a": "Pinnacle Financial Planning is a state-registered investment advisory firm, registered since 2026. Status as filed: APPROVED. CRD 317718."
    },
    {
      "q": "Does Pinnacle Financial Planning report any disciplinary disclosures?",
      "a": "Reports 2 disclosure items on Form ADV Item 11: yes answers to 11.A(2) (felony charge in the past ten years) and 11.E(4) (self-regulatory organization's expulsion, suspension, bar, or restriction). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/317718"
    }
  ],
  "filing_history": [],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/pinnacle-financial-planning-317718.md",
  "clients": [],
  "disclosure_line": "Reports 2 disclosure items on Form ADV Item 11.",
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/317718",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}