Robert Pachciarz
Robert Pachciarz is a registered investment advisor at Pinnacle Financial Planning, based in Aurora, IL, with 17 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.95% |
Fees vary by portfolio strategy ranging from 1.00% to 1.95% total annual fee, shared between Gradient Investments and Pinnacle Financial Planning. Fees are negotiable and assessed quarterly in arrears. An additional $15 quarterly technology service fee applies per account.
Fee Estimator
Location
Aurora, IL
Get directionsHistory
Regulatory History (3)
Criminal
July 2023Regulatory
September 2019Criminal
August 2018Employment History
Current Registrations
Pinnacle Financial Planning
Previous Registrations
Pachciarz Consulting LLC DBA Pinnacle Financial Planning
Elevated Capital Advisors, LLC
Supreme Alliance LLC
Iht Wealth Management LLC
Iht Wealth Management LLC
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
More Advisors
- Michael Hollis, CFPTapestryfp
- Jonathan Hylton, CFP
- Erica Wiggins, CFP
- Gregory Gregory, CFP
- Nicholas Latko, CFP
- John Heim, CFPEdward Jones