Rose Pine Financial
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Rose Pine Financial provides wealth management and financial planning to individuals, high‑net‑worth clients, families, trusts, and small businesses. The firm offers discretionary portfolio management for individual accounts, standalone financial planning engagements, and may coordinate with third‑party professionals and insurance products through its licensed principal.
The firm follows a goals‑based, asset‑allocation driven approach informed by modern portfolio theory and uses Schwab’s Model Market Center plus third‑party model portfolios to construct and customize client allocations. Portfolios may blend active and passive strategies, include socially responsible options on request, and are managed under discretionary authority with periodic client reviews.
Compared with many peers in its regulator filing category, the firm highlights fixed‑fee standalone financial planning and includes financial planning at no additional charge for wealth management clients, which is an uncommon practice for similar firms. The principal is credentialed as a CFP® and ChFC® and is also a licensed insurance agent (with disclosures and conflict‑mitigation procedures disclosed in the brochure), and the firm does not provide private fund advisory services; the brochure also notes this is an initial filing with no reported regulatory assets under management.
Client services
Expertise
Fee options
Generally ranging from $1,000 to $3,500 for standalone financial planning services
$0 - $500,000: 1.20% $500,001 - $1,000,000: 1.00% $1,000,001+: 0.80%
Main office
Colorado Springs CO
Advisors at this office
1
Most active in
Colorado · Texas
Also doing business as
Rose Pine Financial · Rose Pine Financial, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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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