Daniel Belica
Pinnacle Wealth Advisors · Jacksonville, Oregon
Daniel Belica is a fee-only financial advisor at Pinnacle Wealth Advisors in Jacksonville, 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 | Jacksonville, 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 502448 |
| Exams passed | Series 66 (2004) |
| Firm size | 21 employees |
| Disclosures | None reported |
How Daniel'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 Daniel
Is Daniel Belica a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Daniel 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 Daniel charge for financial advice?
Daniel's firm, Pinnacle Wealth Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Daniel Belica based?
Daniel Belica is based in Jacksonville, Oregon.
Is Daniel Belica registered with the SEC?
Yes. Daniel Belica is registered as an investment adviser representative in OR (CRD 502448), 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 Daniel Belica?
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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