# Gary Downie

> Gary Downie is a fee-only financial advisor at Wealth Pinnacle in Centerville, Ohio, who holds the CFA credential. Gary focuses on retirement planning and estate & legacy planning. Wealth Pinnacle reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Wealth Pinnacle
- **Based in:** Centerville, Ohio
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $4.1M across 12 accounts
- **Credentials:** CFA
- **Specialties:** Retirement planning, Estate & legacy planning
- **CRD:** 2851636 (https://adviserinfo.sec.gov/individual/summary/2851636)
- **SEC registration:** Investment adviser representative in OH
- **Exams passed:** Series 66 (2006)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://wealthpinnacle.com

## Frequently asked questions

### Is Gary Downie a fee-only financial advisor?

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

### How does Gary charge for financial advice?

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

### Where is Gary Downie based?

Gary Downie is based in Centerville, Ohio.

### What does Gary specialize in?

Gary's specialties include retirement planning and estate & legacy planning.

### What credentials does Gary Downie hold?

Gary Downie holds the CFA credential.

### Is Gary Downie registered with the SEC?

Yes. Gary Downie is registered as an investment adviser representative in OH (CRD 2851636), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Wealth Pinnacle manage?

Wealth Pinnacle reports $4.1M across 12 accounts in assets under management.

### How do I contact Gary Downie?

Through Gary's website, wealthpinnacle.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2851636): 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://wealthpinnacle.com/): specialties, clients served, and fees, checked October 30, 2026

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