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Advisor

Randy Gay

Pinnacle Wealth Advisors · Clackamas, Oregon

Randy Gay 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.

Percentage of assetsHourlyFixed fees Fee-only

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Facts

FirmPinnacle 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, TX · CRD 5642216
Exams passedSeries 66 (2009)
Firm size21 employees
Disclosures Reported; see the SEC record

How Randy's firm compares

  • Pinnacle Wealth Advisors's average account is about $186,000, from its Form ADV (assets managed divided by 2,956 accounts).

What fee-only advisors charge in Oregon

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Questions about Randy

Is Randy Gay a fee-only financial advisor?

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

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

Where is Randy Gay based?

Randy Gay is based in Clackamas, Oregon.

Is Randy Gay registered with the SEC?

Yes. Randy Gay is registered as an investment adviser representative in OR and TX (CRD 5642216), 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 Advisors manage?

Pinnacle Wealth Advisors reports $549.7M across 2,956 accounts in assets under management.

How do I contact Randy Gay?

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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