A complete list of active advisors currently associated with Pinecone Financial

Warmer can help you find a great advisor at Pinecone Financial or one who fits your needs even better.

Pinecone Financial is a state-registered, sole-proprietorship investment adviser that, per its brochure, provides financial planning, investment consultation, and ongoing coaching to individuals and high-net-worth clients; the firm is newly formed and currently reports no assets under management. Although classified in the investment-manager category, the disclosed services focus on one-time financial plans, hourly engagements, and ongoing planning rather than managing client accounts directly. The firm describes an investment approach grounded in Modern Portfolio Theory and primarily practices passive investment management, constructing diversified portfolios with low-cost index mutual funds and ETFs and emphasizing long-term horizons and tax efficiency. Pinecone prepares client-specific investment policy statements and leaves trade execution and custody to clients’ chosen custodians; it does not accept custody or exercise discretionary trading authority. Notable differences from many investment-manager peers include its fee model and operating posture: the brochure discloses fixed fees for plans, an hourly planning rate and a modest monthly coaching fee, and it does not rely on percentage-of-AUM advisory fees. The firm also operates with a single advisor and no reported clients or AUM to date, accepts modern payment methods (e.g., Square/PayPal/Venmo) for fees, and the principal maintains outside employment, factors that may influence how services are delivered.

To learn more about the advisors currently working at Pinecone Financial, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.