Five Pine Wealth
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$187,730,128
Clients
345
Advisors
3
of 3 employees
About
Five Pine Wealth Management serves individual and high-net-worth clients as well as defined contribution and other employee benefit plans, offering discretionary and non-discretionary investment management, financial planning (both project-based and ongoing), pension consulting, and occasional educational seminars and workshops. The firm also provides participant education and governance support to plans and makes implementation of planning recommendations the client’s discretion.
The firm emphasizes strategic, risk-based asset allocation implemented through diversified portfolios of no-load mutual funds, ETFs, individual stocks and bonds, REITs and cash equivalents, and will manage accounts on a discretionary basis when authorized. Advisers generally review accounts quarterly with a long-term orientation, execute trades on an individual-client basis rather than through aggregated block trades, and commonly recommend custodians such as Charles Schwab and Altruist.
What is distinctive for Five Pine relative to many peers is its offering of group educational seminars and workshops and plan-participant education—services the brochure describes as purely educational and not tied to product sales, a feature reported by a minority of similar firms. The adviser is co-founder led, SEC-registered since 2021, manages roughly $192 million across a three-advisor team, and discloses potential conflicts arising from vendor-sponsored educational events while stating it does not limit its investment universe to sponsors’ products.
Client services
Expertise
Fee options
One-time comprehensive financial planning fees starting at $1,500 based on complexity.
$0 - $249,999: 1.10% $250,000 - $499,999: 1.00% $500,000 - $999,999: 0.90% $1,000,000 - $1,999,999: 0.70% $2,000,000+: 0.50%
Up to $350 per hour for one-time comprehensive financial planning services.
Fee-only: Financial planning fees billed hourly up to $350/hour or fixed fees starting at $1,500 for one-time planning; ongoing planning fees typically $3,000 to $5,000 annually.
Main office
250 Northwest Blvd., Suite 111
Coeur D'Alene ID 83814
Advisors at this office
3
Most active in
Arizona · California · Idaho · Montana · Oregon · Texas · Washington
Also doing business as
Five Pine Wealth · Five Pine Wealth Management · Five Pine Wealth Management Inc.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Jeremy M
Series 63, Series 65
Coeur D'Alene, ID
Five Pine Wealth
Jeremy Morris is a financial advisor at Five Pine Wealth with nine years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Centaurus Financial Inc. and Metronomix Inc. Five Pine Wealth Management serves individual and high-net-worth clients, as well as employee benefit plans, providing investment management, financial planning, pension consulting, and educational seminars. The firm focuses on strategic, risk-based asset allocation through diversified portfolios and offers group educational workshops and plan-participant education that are not tied to product sales.
Hunter S
Series 65
Coeur D'Alene, ID
Five Pine Wealth
Hunter Schertz is a financial advisor at Five Pine Wealth with a Series 65 credential and three years of industry experience. He is also co-owner of D. Lish's Restaurant Group LLC, a fast-casual restaurant, where he manages employees and social media. Prior to joining Five Pine Wealth, he held roles in various service and energy companies. Five Pine Wealth Management serves individual and high-net-worth clients as well as employee benefit plans, providing investment management, financial planning, pension consulting, and educational seminars. The firm emphasizes strategic, risk-based asset allocation through diversified portfolios and offers group educational workshops that are purely educational and not tied to product sales.
Benjamin H
Series 63, Series 65
Coeur D'Alene, ID
Five Pine Wealth
Benjamin Holzhauser is a financial advisor with Five Pine Wealth in Coeur D'Alene, ID, holding Series 63 and Series 65 credentials and 12 years of industry experience. He has worked at Five Pine Wealth since 2021 and previously held roles at Centaurus Financial, MVP REIT II, and Triton Pacific Securities. Five Pine Wealth Management serves individual and high-net-worth clients as well as employee benefit plans, providing investment management, financial planning, pension consulting, and educational seminars. The firm’s approach focuses on strategic, risk-based asset allocation across diversified portfolios, with client accounts reviewed quarterly and a distinctive offering of group educational workshops and plan-participant education.
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