FIVE PINE Wealth
SEC RegisteredAbout the firm
At Five Pine Wealth Management, we operate on a fee-based model to ensure transparency and alignment of interests with our clients. As fee-only fiduciaries, we are independent fiduciaries and will help you pursue your financial goals with a comprehensive approach.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Financial Planning, Investment Advice, and Tax Planning offered on a fee-only model with regular semi-annual and annual reviews, intermittent updates, and informal check-ins.
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 296 | $89M |
| High Net Worth Individuals | 49 | $99M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 5 | $4.0M |
| State/Municipal Entities | 0 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
1 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
3 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Investment Management: First $0–$249,999 | 1.10% |
| Investment Management: Next $250,000–$499,999 | 1.00% |
| Investment Management: Next $500,000–$999,999 | 0.90% |
| Investment Management: Next $1,000,000–$1,999,999 | 0.70% |
| Investment Management: $2,000,000 and above | 0.50% |
| Retirement Planning: First $0–$499,999 | 0.75% |
| Retirement Planning: Next $500,000–$999,999 | 0.65% |
| Retirement Planning: Next $1,000,000–$1,999,999 | 0.50% |
| Retirement Planning: $2,000,000 and above | 0.35% |
Data as of February 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. FIVE PINE Wealth has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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