High Pines Wealth Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$184,043,653
Total clients
163
45% high-net worth
Total advisors
2
of 5 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
82
Average account size
$1,129,102
About
High Pines Wealth Management provides comprehensive wealth management, investment management, and financial planning to individuals (including high-net-worth clients), trusts, estates, businesses, foundations, and endowments. As of December 31, 2024 the firm reported $159,173,212 in client assets under management and serves about 146 clients through a two-advisor team.
The firm’s investment process is grounded in fundamental analysis and typically follows a long-term orientation, using a mix of mutual funds, ETFs, individual stocks, and bonds to build customized portfolios; it offers both active and passive strategies and a tax-sensitive management approach for legacy holdings. High Pines generally manages assets on a discretionary basis while also accommodating non-discretionary engagements and may retain legacy positions for tax or suitability reasons.
Among items the brochure highlights as notable, High Pines discloses the use of hypothetical performance in its advertising materials, a practice that is uncommon among similar supported firms. The firm also documents institutional relationships with custodians (Schwab and Fidelity) that provide software and support, engagement of Broadridge/ProxyEdge for proxy-voting research, a compact senior team with CFA and MBA credentials, and no stated account minimums.
Client services
Expertise
Fee options
0.50% to 1.25% annually (based on factors such as scope and complexity of services, asset level, and client relationship complexity)
Fee-only: Annual fees range from 0.50% to 1.25% of assets under management, paid quarterly in arrears.
Main office location
High Pines Wealth Management LLC
40 Tremont Street, Suite 62
Duxbury MA 02332, United States
Number of offices
1
Most active in
Florida · Massachusetts · Michigan · New Hampshire · New York · Oregon · Texas · Washington
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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