Aimee Boyer
Pinnacle Investment Advisors · Tulsa, Oklahoma
Aimee Boyer is a fee-only financial advisor at Pinnacle Investment Advisors in Tulsa, Oklahoma, who holds the CFP credential. Aimee charges a percentage of assets.
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Facts
| Firm | Pinnacle Investment Advisors |
|---|---|
| Based in | Tulsa, Oklahoma |
| Fee model | Percentage of assets |
| Assets under management | $508.3M across 496 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in OK · CRD 5920311 |
| Exams passed | Series 65 (2011) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.pinnacleholdings.net |
How Aimee's firm compares
- Pinnacle Investment Advisors's average account is about $1.0 million, from its Form ADV (assets managed divided by 496 accounts).
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Questions about Aimee
Is Aimee Boyer a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Aimee holds no broker registration, and Pinnacle Investment Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Aimee charge for financial advice?
Aimee charges a percentage of assets.
Where is Aimee Boyer based?
Aimee Boyer is based in Tulsa, Oklahoma.
What credentials does Aimee Boyer hold?
Aimee Boyer holds the CFP credential.
Is Aimee Boyer registered with the SEC?
Yes. Aimee Boyer is registered as an investment adviser representative in OK (CRD 5920311), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Pinnacle Investment Advisors manage?
Pinnacle Investment Advisors reports $508.3M across 496 accounts in assets under management.
How do I contact Aimee Boyer?
Through Aimee's website, www.pinnacleholdings.net.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Pinnacle Investment Advisors website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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