Andrew Perri
Pinnacle Wealth Management · Brighton, Michigan
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.
Request an introduction to Andrew →
Specialties
Who they serve
- Retirees
- Pre-retirees
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 |
| Assets under management | $118.1M across 712 accounts |
| SEC registration | Investment adviser representative in FL, MI, TX · CRD 2801727 |
| Exams passed | Series 63 (1996) · Series 65 (2010) |
| Firm size | 4 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.pinnaclewealthonline.com |
| Profile |
How Andrew's firm compares
- Pinnacle Wealth Management's average account is about $166,000, from its Form ADV (assets managed divided by 712 accounts).
Request an introduction to Andrew
Tell Andrew a little about what you're looking for. Andrew isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Andrew
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.
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 Wealth Management 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.
See something wrong? Request a correction. Read our methodology.