PINNACLE WEALTH ADVISORS
SEC RegisteredA Boutique Firm Focused on Personalized Financial Advice
About the firm
Pinnacle Wealth is an independent, locally owned advisory firm dedicated to helping clients make better financial decisions through thoughtful planning and personalized guidance. The firm maintains a global perspective in its investment approach and is committed to independent, client-focused advice.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Investment selection, personalized financial planning, financial problem solving, private wealth management, retirement planning, and employer-sponsored retirement plans.
Who they serve
Individuals, families, business owners, and plan sponsors in the retirement plan marketplace.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 736 | $273M |
| High Net Worth Individuals | 74 | $201M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 1 | $0 |
| Charitable Organizations | 18 | $74M |
| State/Municipal Entities | 3 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
5 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
15 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Full Service $0-$99,999 | 1.60% |
| Full Service $100,000-$249,999 | 1.35% |
| Full Service $250,000-$499,999 | 1.20% |
| Full Service $500,000-$999,999 | 1.15% |
| Full Service $1,000,000-$2,499,999 | 1.00% |
| Full Service $2,500,000-$3,999,999 | 0.95% |
| Full Service $4,000,000-$6,999,999 | 0.90% |
| Full Service $7,000,000 and above | 0.85% |
| New Investor $0-$10,000 | 0.00% |
| New Investor $10,000-$99,999 | 0.85% |
Data as of March 31, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. PINNACLE WEALTH ADVISORS has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
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