Pine Harbor Wealth Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides discretionary portfolio management and financial planning to individuals (including high-net-worth clients), as well as to corporations and other businesses. It manages approximately $507 million for about 159 clients and includes financial planning at no additional fee for clients who participate in its portfolio management program, while offering fixed-fee, hourly, or retainer planning arrangements for others.
Advisory services are tailored after in‑depth meetings to establish objectives and constraints, and the firm employs methods such as fundamental analysis, Modern Portfolio Theory, long-term purchase strategies, and offers ESG investment options where appropriate. It routinely directs clients to custody and execute trades through major custodians and uses custodial cash sweep/money market vehicles for cash management.
The firm is structured around a single registered investment professional despite its scale, resulting in an atypically high amount of assets managed per advisor relative to peers. Its principal also holds an ownership role in a financial-technology software vendor (allocating under 10% of time to that business), and the firm discloses receipt of non‑monetary support from its recommended custodians (including trading desk access, block trading capability, and account software), which is a notable operational feature compared with many peers.
Client services
Expertise
Fee options
Fixed fees for financial planning range between $1,000 and $10,000
$0 - $1,000,000: 0.89% $1,000,001 - $3,000,000: 0.79% $3,000,001 - $6,000,000: 0.69% $6,000,001+: 0%
$395 per hour for financial planning services
Monthly retainer fees for financial planning services typically between $300 and $800
Main office
8280 Willow Oaks Corporate Drive, Suite 600
Fairfax VA 22031
Advisors at this office
1
Most active in
California · District of Columbia · Florida · Illinois · Maryland · New York · Texas · Virginia · Wisconsin
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.
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