Pinnacle Wealth Advisors fees and pricing
Financial planner in Clackamas, Oregon. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 31, 2026, Pinnacle Wealth Advisors charges a flat or project fee of $3,000-$5,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $3,000-$5,000
“Stand-alone financial planning and consulting clients who are individuals typically pay fixed fees ranging from $3,000 - $5,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Pinnacle Wealth Advisors bills
Payment and refund terms, quoted from the fee section of the brochure.
- “They are charged quarterly, in advance, based on the market value on the day assets are received into the client’s account, and prorated through the end of the quarter.”
- “These fees are invoiced to the client either in paper or electronic format and are due in full upon our delivery of the written financial plan or other requested financial guidance and recommendations.”
- “Payments are typically made by check or credit card, check, or other agreed upon payment method.”
How Pinnacle Wealth Advisors’ fees compare
- Its flat or project fee of $3,000-$5,000 spans the Oregon median of $4,000. 47% of the 92 other Oregon planners that publish a flat or project fee charge less.
- None of the 2 other planners in Clackamas that publish a flat or project fee charge less.
About Pinnacle Wealth Advisors
“We offer investment supervisory services to our clients which incorporate ongoing management of client portfolios, financial planning, and consulting advice.”
- Firm size: 21 employees.
- Credentials named in the brochure: CFP®.
- Registered as an adviser: 2019 (7 years).
Planning areas mentioned in the brochure
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1.15% a year
- Clients
- 810
- Employees
- 21
- Works with
- Individuals, high net worth individuals, pooled investment vehicles, pension and profit sharing plans, and charities
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, pension consulting, and selecting other advisers
- Assets managed
- $549,709,723
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 117517
- Phone
- (503) 654-5100
Can advise clients in 7 states: California, Florida, Idaho, Nebraska, Oregon, Texas, Washington
Other planners in Clackamas that publish fees
- Summa Global Advisors, LLCClackamas$1,000-$20,000
- True North Retirement Advisors, LLCClackamas$2,500-$6,000
- 2260 WestBend$450/hr, $3,000
- 5 Star InvestingMilton-freewater$250/qtr
- Aegis Financial AdvisoryLake Oswego$250/hr, $500
- Aerodigm Wealth LLCLake Oswego$225-$355/hr
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.