# Andrew Perri

> Andrew Perri is a fee-only financial advisor at Pinnacle Wealth Management in Brighton, Michigan. Andrew focuses on retirement planning and tax planning. Pinnacle Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/andrew-perri/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Pinnacle Wealth Management
- **Based in:** Brighton, Michigan
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Fees (firm's website):** a $500,000 asset minimum
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $118.1M across 712 accounts
- **Specialties:** Retirement planning, Tax planning
- **Works with:** Retirees, Pre-retirees
- **CRD:** 2801727 (https://adviserinfo.sec.gov/individual/summary/2801727)
- **SEC registration:** Investment adviser representative in FL, MI, TX
- **Exams passed:** Series 63 (1996), Series 65 (2010)
- **Firm size:** 4 employees
- **Disclosures:** Reported; see the SEC record
- **Website:** https://www.pinnaclewealthonline.com

## Frequently asked questions

### Is Andrew Perri a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Andrew holds no broker registration, and Pinnacle Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Andrew charge for financial advice?

Andrew's firm, Pinnacle Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### How much does Andrew charge?

According to Pinnacle Wealth Management's website, checked October 30, 2026: a $500,000 asset minimum.

### Where is Andrew Perri based?

Andrew Perri is based in Brighton, Michigan.

### What does Andrew specialize in?

Andrew's specialties include retirement planning and tax planning. Andrew works with retirees and pre-retirees.

### Is Andrew Perri registered with the SEC?

Yes. Andrew Perri is registered as an investment adviser representative in FL, MI and TX (CRD 2801727), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.

### How much does Pinnacle Wealth Management manage?

Pinnacle Wealth Management reports $118.1M across 712 accounts in assets under management.

### How do I contact Andrew Perri?

Through Andrew's website, www.pinnaclewealthonline.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2801727): 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
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://pinnaclewealthonline.com/): specialties, clients served, and fees, checked October 30, 2026

---

Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.