# Pinnacle Pension Consultants LLC

> Pinnacle Pension Consultants LLC is an SEC-registered investment advisory firm in Needham, MA, registered since 2007, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 5, 2026.

- CRD: 133442
- Filed as: PINNACLE PENSION CONSULTANTS LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Needham, MA
- Filing period: October 2026
- Form ADV filing dated: March 5, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/133442
- AdvisorCensus page: https://advisorcensus.com/firm/pinnacle-pension-consultants-llc-needham-ma-133442

## Quick answers

**How is Pinnacle Pension Consultants LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Pinnacle Pension Consultants LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); other.

**What does Pinnacle Pension Consultants LLC's brochure say about its fees?**
Its Form ADV Part 2A brochure dated March 5, 2026 states: Asset-based fee: 0.05% to 1% a year (a range, as the brochure states it). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Pinnacle Pension Consultants LLC located?**
Pinnacle Pension Consultants LLC's principal office is in Needham, MA, according to its Form ADV.

**Is Pinnacle Pension Consultants LLC registered with the SEC or a state?**
Pinnacle Pension Consultants LLC is an SEC-registered investment advisory firm, registered since 2007. Status as filed: Approved. CRD 133442.

**How much does Pinnacle Pension Consultants LLC manage?**
Pinnacle Pension Consultants LLC reports $2,169,070,234 in regulatory assets under management in its Form ADV filing dated March 5, 2026 (13% discretionary).

**How have Pinnacle Pension Consultants LLC's assets and staff changed since 2021?**
In the Form ADV data for Pinnacle Pension Consultants LLC: Regulatory assets under management: $1,284,500,000 in the October 2021 data and $2,169,070,234 in the October 2026 data, up 69%. Total employees: 3 in October 2021 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Pinnacle Pension Consultants LLC serve?**
By number of clients on Form ADV Item 5.D: pension and profit sharing plans (but not the plan participants or government pension plans) (64); other (1).

**Does Pinnacle Pension Consultants LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/133442

**What changed in Pinnacle Pension Consultants LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $1,519,390,565 to $2,169,070,234 (+43%). Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other

### Fees and minimums (Form ADV Part 2A brochure dated March 5, 2026)

- Asset-based fee: 0.05% to 1% a year (a range, as the brochure states it)

> We charge an annual fee for Pension Consulting Services which ranges from 0.05% to 1.00% of plan assets depending on the services requested and the size of the plan.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Regulatory assets under management (Item 5.F)
- Total: $2,169,070,234
- Discretionary: $279,416,032
- Non-discretionary: $1,889,654,202

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 64 | $2,159,320,234 |
| Other | 1 | $9,750,000 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other

### Firm details
- Registered since: 2007 (19 years)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MA, NH, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- pinnaclepensionconsultants.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $1,284,500,000 | 3 | March 15, 2021 |
| October 2022 | $1,379,750,121 | 3 | March 3, 2022 |
| October 2023 | $1,286,968,192 | 3 | March 14, 2023 |
| October 2024 | $1,539,423,223 | 3 | February 5, 2024 |
| October 2025 | $1,519,390,565 | 3 | February 10, 2025 |
| October 2026 | $2,169,070,234 | 3 | March 5, 2026 |

Regulatory assets under management: $1,284,500,000 in the October 2021 data and $2,169,070,234 in the October 2026 data, up 69%.
Total employees: 3 in October 2021 and 3 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $1,519,390,565 to $2,169,070,234 (+43%).
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Pinnacle Pension Consultants LLC (CRD 133442): Form ADV filing data as of October 2026.