Firm
Pinnacle Wealth Management
Brighton, Michigan
Fee-only
Pinnacle Wealth Management at a glance
- One of 237 fee-only firms based in Michigan in the Wellspent graph.
- 4 advisors are listed here.
- Its Form ADV reports 4 employees and 271 individual clients, 70 of them high net worth.
- Its average account is about $166,000 (assets it manages divided by its 712 accounts).
- Its website says it's taking new clients.
Fee-only advisors in Michigan · What fee-only advisors charge in Michigan
Facts
| Based in | Brighton, Michigan |
|---|---|
| Website | pinnaclewealthonline.com |
| [email protected] | |
| Phone | (810) 220-6322 |
Pinnacle Wealth Management fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Account minimum | $500,000 |
|---|
In the firm's words
"If this sounds like you, and you have saved at least $500,000 towards your retirement, we would love to speak with you." source
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 | $118 million |
| Individual clients | 201 |
| High-net-worth clients | 70 |
| Accounts managed | 712 |
| Employees | 4 |
| Planning clients | 251-500 |
| Registered with | The SEC (801-125967) |
| Financial planning | Offered |
| Form ADV filed | March 16, 2026 |
| SEC record | CRD 166853 |