# Pinnacle Retirement & Financial Planning

Pinnacle Retirement & Financial Planning is a RIA based in San Rafael, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** San Rafael, United States
- **Region:** North America
- **Address:** unknown
- **Assets under management:** Undisclosed
- **Website:** pinnacleretirement.com

## Regulatory record

- **CRD number:** 136331
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/136331

## About

Pinnacle Retirement & Financial Planning is a state-registered investment adviser in San Rafael, CA. The firm manages approximately $65 million in regulatory assets. It has 1 employee and 1 investment adviser.

## Questions

### What fiduciary standard does the firm follow?

As a registered investment advisor, Pinnacle Retirement & Financial Planning is bound by the fiduciary standard under the Investment Advisers Act of 1940. This requires the firm to act in its clients' best interests at all times, with duties of loyalty and care, and to disclose material conflicts of interest (per SEC guidance).

## Related profiles

- [Lazarus Financial Planning](https://altss.com/profile/lazarus-financial-planning)
- [Benefit & Investment Consulting](https://altss.com/profile/benefit-and-investment-consulting-llc)

---

Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/pinnacle-retirement-and-financial-planning

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology