Michael Vaughn
Michael Vaughn is a CFP-designated registered investment advisor at Pinnacle Family Advisors, LLC, based in Springfield, MO, with 23 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 952 clients with $340M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Pinnacle Family Advisors offers asset management services where the fee is based on a percentage of the assets managed, with a maximum annual fee of 2.0%. The fee is negotiable and billed quarterly in advance. Pinnacle also manages 401k assets through AdvisorK, charging 0.75% of the assets managed, billed quarterly in advance.
Location
620 W. Republic Road, Suite 104, Springfield, MO, 65807
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Michael is an investment advisor at The Mutual Fund Store, dedicating most of his time to this role. He also serves as a church small group consultant, campaign treasurer, and has a tax entity S-corp, spending minimal time on each. Additionally, Michael is an insurance agent, dedicating minimal time to insurance sales.
Employment History
Current Registrations
Pinnacle Family Advisors, LLC
Previous Registrations
The Mutual Fund Store
State Registrations3 states
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.