Wolf Pine Capital
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Wolf Pine Capital provides comprehensive wealth management and financial planning to individuals, high-net-worth clients, corporations and employee benefit plans. Services described in the brochure include investment management, ongoing and project-based financial planning, limited-scope consulting, and retirement plan advisory services for participant-directed plans.
The firm’s investment approach relies on modern portfolio theory and a mix of passive and active strategies, using mutual funds, ETFs, individual securities and, when appropriate, outside managers to construct diversified asset allocations tailored to client objectives and risk tolerance. It operates as a fee-only adviser and offers clients a choice between asset-based or fixed-fee arrangements, typically managing accounts on a discretionary basis while including planning and monitoring as part of engagements.
Noteworthy for a firm of its size, Wolf Pine Capital explicitly serves retirement plans and offers pension consulting, including the ability to act as a 3(38) discretionary fiduciary or a 3(21) investment advisor, plus participant education and vendor searches—services that are relatively uncommon among independent advisers. The brochure also discloses an affiliated bookkeeping business owned by the firm’s principal and operational arrangements such as standing letters of authorization that can create custody implications, which the firm documents and describes.
Client services
Expertise
Fee options
Fixed annual fee option for Comprehensive Wealth Management services ranging from $13,000 to $120,000; Financial Planning Consulting flat fees with minimum $1,000; Retirement Plan Advisory fees (flat rate, negotiable, not to exceed 1% of plan's total balance).
$250 per hour for Financial Planning Consulting services.
Ongoing Financial Planning fees charged as recurring fixed annual fees generally ranging from $6,500 to $60,000.
Account minimum: $2,000,000 Minimum fee: Minimum annual fee of $13,000 for the fixed-fee option with Comprehensive Wealth Management services; $6,500 minimum annual fee for Ongoing Financial Planning; $1,000 minimum flat fee for Financial Planning Consulting on a flat-rate basis. Fee-only: Comprehensive Wealth Management services fixed-fee option ranging generally from $13,000 to $120,000 annually; Ongoing Financial Planning fees ranging from $6,500 to $60,000 annually; Financial Planning Consulting fees at $250/hour or flat fees with minimum $1,000.
Main office
36 Maplewood Ave
Portsmouth NH 03801
Advisors at this office
1
Most active in
New Hampshire
Also doing business as
Wolf Pine Capital · Wolf Pine Capital 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 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.
Forms ADV
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