# Paul Day

> Paul Day is a fee-only financial advisor at Pinnacle Wealth Management in Brighton, Michigan. Paul 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.

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

## 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 (firm's website)
- **Assets under management (firm):** $118.1M across 712 accounts
- **Specialties:** Retirement planning, Tax planning
- **Works with:** Retirees, Pre-retirees
- **CRD:** 6525708 (https://adviserinfo.sec.gov/individual/summary/6525708)
- **SEC registration:** Investment adviser representative in MI
- **Exams passed:** Series 63 (2015), Series 65 (2022)
- **Firm size:** 4 employees
- **Disclosures:** None reported
- **Website:** https://www.pinnaclewealthonline.com

## Frequently asked questions

### Is Paul Day a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Paul 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 Paul charge for financial advice?

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

### How much does Paul charge?

According to Pinnacle Wealth Management's website, checked October 30, 2026: a $500,000 asset minimum.

### Where is Paul Day based?

Paul Day is based in Brighton, Michigan.

### What does Paul specialize in?

Paul's specialties include retirement planning and tax planning. Paul works with retirees and pre-retirees.

### Is Paul Day registered with the SEC?

Yes. Paul Day is registered as an investment adviser representative in MI (CRD 6525708), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Pinnacle Wealth Management manage?

Pinnacle Wealth Management reports $118.1M across 712 accounts in assets under management.

### How do I contact Paul Day?

Through Paul's website, www.pinnaclewealthonline.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6525708): 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://pinnaclewealthonline.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.