Mark Wojno
Pinnacle Wealth Management · Brighton, Michigan
Mark Wojno is a fee-only financial advisor at Pinnacle Wealth Management in Brighton, Michigan. Mark focuses on retirement planning and tax planning. Pinnacle Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Retirees
- Pre-retirees
Facts
| Firm | Pinnacle Wealth Management |
|---|---|
| Based in | Brighton, Michigan |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Fees (firm's website) | A $500,000 asset minimum |
| Accepting new clients | Yes |
| Assets under management | $118.1M across 712 accounts |
| SEC registration | Investment adviser representative in FL, MI · CRD 5623841 |
| Exams passed | Series 63 (2009) · Series 65 (2008) |
| Firm size | 4 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.pinnaclewealthonline.com |
How Mark's firm compares
- Pinnacle Wealth Management's average account is about $166,000, from its Form ADV (assets managed divided by 712 accounts).
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Questions about Mark
Is Mark Wojno a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Mark holds no broker registration, and Pinnacle Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Mark charge for financial advice?
Mark's firm, Pinnacle Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
How much does Mark charge?
According to Pinnacle Wealth Management's website, checked October 30, 2026: a $500,000 asset minimum.
Where is Mark Wojno based?
Mark Wojno is based in Brighton, Michigan.
What does Mark specialize in?
Mark's specialties include retirement planning and tax planning. Mark works with retirees and pre-retirees.
Is Mark Wojno registered with the SEC?
Yes. Mark Wojno is registered as an investment adviser representative in FL and MI (CRD 5623841), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Pinnacle Wealth Management manage?
Pinnacle Wealth Management reports $118.1M across 712 accounts in assets under management.
How do I contact Mark Wojno?
Through Mark's website, www.pinnaclewealthonline.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
- Pinnacle Wealth Management 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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