PINNACLE WEALTH MANAGEMENT, INC.
SEC RegisteredDon't Just Reach Retirement. Reach Your Dreams.
About the firm
Pinnacle Wealth Management is an independent investment advisory firm focused on helping clients pursue their financial goals. Their team of financial and tax planning professionals aims to provide clarity across all areas of clients' financial lives, including transparent fee structures. As an independent firm, they have access to a wide selection of financial products rather than being limited to one company's suite.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Holistic financial planning, investment advisory, tax planning, retirement income planning, and cyber and identity protection planning
Who they serve
People entering the second half of their life and planning for retirement
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 201 | $45M |
| High Net Worth Individuals | 70 | $73M |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
4 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $500,000 | 1.60% |
| $500,001 to $1,000,000 | 1.40% |
| $1,000,001 to $2,000,000 | 1.20% |
| Over $2,000,000 | 1.00% |
Data as of March 16, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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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 MANAGEMENT, INC. 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.