David Shealy is a registered investment advisor at Shealy / Pinnacle Advisors, LTD., based in Tiro, OH, with 21 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Shealy/Pinnacle Advisors does not directly charge fees or manage investments. Fees are charged by Pinnacle Advisors, who actively manages the investments. Shealy/Pinnacle Advisors receives a portion of the fees Pinnacle charges.
Location
Tiro, OH
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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David works full-time as a CPA with HW&Co. CPAs and Advisors, a non-investment related CPA firm.
Employment History
Current Registrations
Shealy / Pinnacle Advisors, LTD.
State Registrations1 state
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