Five Pine Wealth
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$191,751,292
Total clients
345
14% high-net worth
Total advisors
3
of 3 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
115
Average account size
$555,801
About
Five Pine Wealth Management serves individual and high-net-worth clients as well as defined contribution and other employee benefit plans, offering discretionary and non-discretionary investment management, financial planning (both project-based and ongoing), pension consulting, and occasional educational seminars and workshops. The firm also provides participant education and governance support to plans and makes implementation of planning recommendations the client’s discretion.
The firm emphasizes strategic, risk-based asset allocation implemented through diversified portfolios of no-load mutual funds, ETFs, individual stocks and bonds, REITs and cash equivalents, and will manage accounts on a discretionary basis when authorized. Advisers generally review accounts quarterly with a long-term orientation, execute trades on an individual-client basis rather than through aggregated block trades, and commonly recommend custodians such as Charles Schwab and Altruist.
What is distinctive for Five Pine relative to many peers is its offering of group educational seminars and workshops and plan-participant education—services the brochure describes as purely educational and not tied to product sales, a feature reported by a minority of similar firms. The adviser is co-founder led, SEC-registered since 2021, manages roughly $192 million across a three-advisor team, and discloses potential conflicts arising from vendor-sponsored educational events while stating it does not limit its investment universe to sponsors’ products.
Client services
Expertise
Fee options
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.
Main office location
Five Pine Wealth
250 Northwest Blvd., Suite 111
Coeur D'alene ID 83814, United States
Number of offices
1
Most active in
Arizona · California · Idaho · Montana · 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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