Doris Schroeder
Pinnacle Wealth Advisors · Clackamas, Oregon
Doris Schroeder 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 8244672 |
| Exams passed | Series 65 (2026) |
| Firm size | 21 employees |
| Disclosures | None reported |
How Doris'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 Doris
Is Doris Schroeder a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Doris 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 Doris charge for financial advice?
Doris's firm, Pinnacle Wealth Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Doris Schroeder based?
Doris Schroeder is based in Clackamas, Oregon.
Is Doris Schroeder registered with the SEC?
Yes. Doris Schroeder is registered as an investment adviser representative in OR (CRD 8244672), 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 Doris Schroeder?
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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