Pinkston Wealth, LLC logo

Pinkston Wealth, LLC

Updated today

Client AUM

$0

Clients

0

Advisors

1

of 1 employees

About

The firm provides fee‑only investment management and ongoing financial planning to individuals and high‑net‑worth individuals, including retirement, tax planning, cash flow analysis, insurance reviews, and referrals to third‑party professionals. Services range from developing an investment policy and asset allocation to one‑on‑one implementation and monitoring of financial plans.

Portfolios are constructed using modern portfolio theory and a mix of passive and active strategies, with an emphasis on tax‑aware management such as asset location, tax‑loss harvesting, and capital gains budgeting; the firm may implement custom custodial portfolios to support automated tax harvesting. The adviser typically manages accounts on a discretionary basis within client‑imposed restrictions and conducts quarterly reviews tied to clients’ objectives and risk tolerances.

Noteworthy aspects include a dedicated planning service for clients preparing for full‑time senior missions that addresses mission costs, sequencing of retirement distributions, and coverage while serving, and a firm policy requiring clients to custody assets at a single institutional platform (Altruist) that the brochure describes as providing integrated digital onboarding and tools. The firm is newly formed in 2026, reported no assets under management as of August 17, 2026, and the brochure discloses that the principal maintains significant outside employment, which may affect resource allocation relative to typical small independent advisers.

Client services

Financial planning Portfolio management

Expertise

Tax-loss harvesting Retirement withdrawal strategies General estate planning guidance Cash flow / budgeting General tax planning

Occupation focus

Consultant

Demographic focus

Religious/faith focused

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Fee options

Percentage

$0 - $250,000: 1.20% $250,001 - $750,000: 1.00% $750,001 - $1,000,000: 0.80% $1,000,001 - $1,500,000: 0.70% $1,500,001 - $2,000,000: 0.60% $2,000,001+: 0.50%

Other

Fee-only: Ongoing Financial Planning fees paid quarterly in advance, ranging from $375 to $1,625, negotiable.

Main office

Nixa MO

Advisors at this office

1

Most active in

Missouri

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

Jay P

CFP®

Nixa, MO

Pinkston Wealth, LLC

I live in the Ozarks with my wife Heather and I work with Latter-day Saint families. I started Pinkston Wealth to be the practice I would have wanted to hire. I have built retirement plans for hundreds of families, and the lesson that stuck with me is that no two of them are truly the same. The financial industry does not plan that way. It hands two couples with the same account balance the same plan, the same models, the same allocations, the same glossy reports, as if the number on the statement were the whole story. It never is. A financial report is not a plan. Yours should be built around your life, not printed from a template with your name typed on the cover. So I work the opposite way. Before I look at a single account, I want to know what you are actually retiring toward. I have sat with couples who have plenty and are quietly terrified to spend a dollar of it, and couples with less who sleep fine because they know exactly what their money is for. The number on the statement told me almost nothing about which was which. That is the part the industry skips, and it is the part I start with. It is also why I specialize instead of trying to serve everyone. The clearest example is a season most advisors have never planned for: a couple leaving on a full-time senior mission. That one decision quietly touches everything, what the mission costs, what happens to the house and the income and the portfolio while you are gone, how to hand off eighteen months of your financial life and actually be present where you are serving. I went looking for someone who had mapped this out and could not find them, so I became that person. I am not going anywhere, and neither is this practice. I stay small on purpose, because I would rather know a hundred families well than manage a thousand I never really meet. These are relationships I expect to keep for decades, through retirement and the seasons of change that come with a life well lived. If that is the kind of advisor you have been hoping to find, I would be glad to talk.

Wealth management Consultant Gen X (Born 1965-1980) Religious/faith focused
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