CRD: 319369
Pinnacle Financial Freedom LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 04-15-2022
- Office Locations
- 1
Office Locations
About Pinnacle Financial Freedom LLC
Pinnacle Financial Freedom is a Scottsdale, AZ registered investment adviser providing personalized, flat-fee financial planning and ongoing portfolio management for conservative individuals and families, with a planning-first process and quarterly/annual strategy reviews. The firm emphasizes transparent, conflict-free advice (no commissions or AUM-based fees) and offers a client portal for day-to-day visibility. Led by principal Nigel J. Upton, a former Fortune 10 executive, and operates a referral-only model.
Team overview
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Asset Classes
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Owner & Executives
Nigel John Upton
Chief Compliance Officer, Managing Member
- CRD
- #7518062
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $20,355,226 | -- |
| Non-Discretionary | $0 | -- |
| Total | $20,355,226 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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