Firm
Pinnacle Wealth Advisors
Clackamas, Oregon
Fee-only
Pinnacle Wealth Advisors at a glance
- One of 191 fee-only firms based in Oregon in the Wellspent graph.
- 16 advisors are listed here; 3 of 16 hold the CFP.
- Its Form ADV reports 21 employees and 810 individual clients, 74 of them high net worth.
- Its average account is about $186,000 (assets it manages divided by its 2,956 accounts).
Fee-only advisors in Oregon · What fee-only advisors charge in Oregon
Facts
| Based in | Clackamas, Oregon |
|---|---|
| Phone | (503) 654-5100 |
Pinnacle Wealth Advisors fees
Pinnacle Wealth Advisors doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $550 million |
| Individual clients | 736 |
| High-net-worth clients | 74 |
| Accounts managed | 2,956 |
| Employees | 21 |
| Planning clients | 1-10 |
| Registered with | The SEC (801-116763) |
| Financial planning | Offered |
| Form ADV filed | July 16, 2026 |
| SEC record | CRD 117517 |