Golden Pine Advisory, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 3 employees
Firm type
Supported
1-4 advisors or >$200M in AUM
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
Golden Pine Advisory provides tailored portfolio management, comprehensive financial planning, and retirement and pension consulting to individuals, high-net-worth clients, trusts, estates, charitable organizations, pension plans and businesses. The firm offers ongoing discretionary management of individually constructed portfolios and delivers written or electronic financial plans and participant education for employer-sponsored retirement plans.
The firm’s process centers on developing a client-specific investment policy and asset-allocation targets through a personal data-gathering process, accepting reasonable client-imposed restrictions where requested. Investment analysis incorporates a mix of fundamental, technical, cyclical and charting methods, and financial planning engagements are generally offered on a fixed-fee basis.
Distinctive features include the firm’s focus on pension consulting to small businesses alongside individual portfolio management and fixed-fee financial planning — a combination that is uncommon for firms in this regulatory category. The practice operates as a small, single-advisor state-registered adviser with no reported assets or clients, maintains an insurance license for planning advice (without product sales), and does not serve as a private fund adviser.
Client services
Financial planning
Portfolio management
Pension consulting
Expertise
Business ownership considerations
Business exit / sale strategy
Cash flow / budgeting
College savings (529s, UTMA, etc.)
General estate planning guidance
Occupation focus
Founder/Business Owner
Fee options
Financial planning fixed fees ranging from $1,500 to $10,000, negotiable.
1.50% annually
$350 per hour for early termination of financial planning contracts.
Main office location
Golden Pine Advisory, LLC
293 Olmsted Blvd, Suite 11 B 7
Pinehurst NC 28374, United States
Number of offices
1
Most active in
Golden Pine Advisory, LLC has reported serving >5 clients in these states in the last 12 months.
North Carolina · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
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.
Forms ADV
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