Pinkston Wealth, LLC is a registered investment advisor founded in 2026 and based in Nixa, Missouri, with Jay Pinkston serving as the founder and Chief Compliance Officer. Pinkston Wealth offers personalized investment management and ongoing financial planning services for individuals and high-net-worth individuals. For investment management, Pinkston Wealth builds portfolios using stocks, bonds, mutual funds, exchange-traded funds, and government securities, guided by modern portfolio theory and tailored to each client's risk tolerance and goals. For ongoing financial planning, Pinkston Wealth works one-on-one with clients across a broad range of topics including cash flow and debt management, retirement planning, tax strategies, estate planning, insurance analysis, and specialized guidance such as preparation for senior religious missions. Pinkston Wealth operates on a fee-only basis, does not participate in wrap fee programs, and requires accounts to be held at Altruist Financial for custody and execution. The firm has no minimum account size requirement.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.20% |
| $250K - $750K | 1.00% |
| $750K - $1.0M | 0.80% |
| $1.0M - $1.5M | 0.70% |
| $1.5M - $2.0M | 0.60% |
| $2M+ | 0.50% |
Fees are negotiable. Ongoing financial planning is included at no additional cost for investment management clients.