# PINNACLE RETIREMENT & FINANCIAL PLANNING

PINNACLE RETIREMENT & FINANCIAL PLANNING of SAN RAFAEL, CA is an SEC-registered investment adviser.

## Registration

- CRD: 136331
- Type: SEC-registered investment adviser
- Location: 165 NORTH REDWOOD DRIVE, SAN RAFAEL, CA, 94903-4896
- Phone: 415-454-0661
- Latest filing: 2026-03-31
- Regulatory AUM: $65.2M
- Discretionary AUM: $65.2M
- Clients: 1
- Accounts: 143

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/136331/brochure
- Similar advisers: https://search.stillhousedata.com/firm/136331/similar
- Related entities: https://search.stillhousedata.com/firm/136331/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/136331

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.