Brian Timm
Pinnacle Wealth Advisors · Clackamas, Oregon
Brian Timm is a fee-only financial advisor at Pinnacle Wealth Advisors in Clackamas, Oregon. Pinnacle Wealth Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Pinnacle Wealth Advisors |
|---|---|
| Based in | Clackamas, Oregon |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $549.7M across 2,956 accounts |
| SEC registration | Investment adviser representative in OR · CRD 7497662 |
| Exams passed | Series 65 (2022) |
| Firm size | 21 employees |
| Disclosures | None reported |
How Brian's firm compares
- Pinnacle Wealth Advisors's average account is about $186,000, from its Form ADV (assets managed divided by 2,956 accounts).
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Questions about Brian
Is Brian Timm a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Brian holds no broker registration, and Pinnacle Wealth Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Brian charge for financial advice?
Brian's firm, Pinnacle Wealth Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Brian Timm based?
Brian Timm is based in Clackamas, Oregon.
Is Brian Timm registered with the SEC?
Yes. Brian Timm is registered as an investment adviser representative in OR (CRD 7497662), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Pinnacle Wealth Advisors manage?
Pinnacle Wealth Advisors reports $549.7M across 2,956 accounts in assets under management.
How do I contact Brian Timm?
Contact details aren't on file yet. Search for Pinnacle Wealth Advisors.
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
- 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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