Advisor at Five Pine Wealth
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Firm
Five Pine Wealth
Location
Coeur D'alene, ID 83814
Credentials
Series 63, Series 65
Industry experience
11 years
Benjamin Holzhauser is a financial advisor at Five Pine Wealth with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Centaurus Financial, MVP REIT II, Triton Pacific Securities, and MVP American Securities. Holzhauser has been with Five Pine Wealth since 2021. Five Pine Wealth Management serves individual and high-net-worth clients as well as employee benefit plans, offering discretionary and non-discretionary investment management, financial planning, pension consulting, and educational seminars. The firm emphasizes strategic, risk-based asset allocation through diversified portfolios and provides plan-participant education that is purely educational and not tied to product sales.
Based on Five Pine Wealth
Based on Five Pine Wealth
One-time comprehensive financial planning fees starting at $1,500 based on complexity.
$0 - $249,999: 1.10% $250,000 - $499,999: 1.00% $500,000 - $999,999: 0.90% $1,000,000 - $1,999,999: 0.70% $2,000,000+: 0.50%
Up to $350 per hour for one-time comprehensive financial planning services.
Fee-only: Financial planning fees billed hourly up to $350/hour or fixed fees starting at $1,500 for one-time planning; ongoing planning fees typically $3,000 to $5,000 annually.
250 Northwest Blvd., Suite 111
Coeur D'alene, ID 83814
Arizona · California · Idaho · Montana · Oregon · Texas · Washington
Five Pine Wealth
2021 - Present (5 years)
Centaurus Financial, Inc.
2017 - 2022 (5 years)
MVP REIT II
2017 - 2017 (1 year)
Triton Pacific Securities
2016 - 2017 (1 year)
Mvp American Securities
2014 - 2016 (2 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 66
Coeur D'alene, ID
Momentum Wealth Strategies
Series 63, Series 65
Coeur D'alene, ID
Salmon Bay Wealth Management, LLC
Series 65
Coeur D'alene, ID
McLachlan Investment Services LLC
Series 65
Couer D'alene, ID
Crone Wealth Management, PLLC
Series 66
Hayden, ID
Pilot Wealth Strategies
Series 65
Post Falls, ID
Concinnus Financial, Inc
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