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CFP

Eric Neuwirth

The Pinnacle Financial Group
45 Years of Experience
Naples, FL
3 DisclosuresBroker
View SEC Summary
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Eric Neuwirth is a CFP-designated registered investment advisor at The Pinnacle Financial Group, based in Naples, FL, with 45 years of industry experience. Eric is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Education Planning, Estate Planning, High Net Worth, and 4 more. Their firm serves 3,208 clients with $1.4B in assets under management.

The Pinnacle Financial Group
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
43 advisors
Number of Clients
3,208 clients
Average Client Portfolio
$431K average
Assets Under Management
$1.4B

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

Annual fees range from 0.0% to 2.50% depending on the platform, account type, and complexity. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

11864 Gardenia Avenue, Naples, FL, 34120

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History

Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
October 2025
Final
Customer Dispute
December 1992
Settled
Regulatory
October 1989
Final
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
The Pinnacle Financial Group
October 2025 - Present · 1 yr
LPL Financial LLCBroker
May 2019 - Present · 7 yrs 5 mos
Previous Registrations
LPL Financial LLC
May 2019 - August 2023 · 4 yrs 3 mos
Stifel, Nicolaus & Company, Incorporated
August 2008 - June 2019 · 10 yrs 10 mos
Stifel, Nicolaus & Company, IncorporatedBroker
August 2008 - June 2019 · 10 yrs 10 mos
Wachovia Securities, LLCBroker
January 2008 - August 2008 · 7 mos
A. G. Edwards & Sons, INC.Broker
April 2004 - January 2008 · 3 yrs 9 mos
North Ridge Securities CORP.Broker
October 2001 - April 2004 · 2 yrs 6 mos
Salomon Smith Barney INC.Broker
October 1999 - October 2001 · 2 yrs
Prudential Securities IncorporatedBroker
September 1981 - September 1999 · 18 yrs
Moore & Schley, Cameron & CO.Broker
June 1981 - October 1981 · 4 mos
State Registrations10 states
CACTFLNCNJNYPASCTXVA
AdvisorBrokerBoth

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
No exam information available for this advisor.
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