Gary Downie
Wealth Pinnacle · Centerville, Ohio
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.
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Specialties
Facts
| Firm | Wealth Pinnacle |
|---|---|
| Based in | Centerville, Ohio |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $4.1M across 12 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in OH · CRD 2851636 |
| Exams passed | Series 66 (2006) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | wealthpinnacle.com |
How Gary's firm compares
- Wealth Pinnacle's average account is about $342,000, from its Form ADV (assets managed divided by 12 accounts).
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Questions about Gary
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.
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
- Wealth Pinnacle 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.
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