Pinecrest Advisors
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$4,072,057
Total clients
10
20% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
10
Average account size
$407,206
About
Pinecrest Advisors provides discretionary investment management and comprehensive wealth management and financial planning to individuals, high‑net‑worth households, trusts, estates, and institutional clients. Services include individualized portfolio construction using ETFs, individual equities, fixed income, mutual funds, and cash equivalents, along with retirement, tax, estate, and benefits‑decision planning.
The firm manages client accounts on a discretionary basis and employs both strategic and tactical allocation approaches, with the advisor using licensed third‑party software to generate financial plans and portfolio reports. Pinecrest treats cash as an asset class—using money‑market funds and sweep accounts for liquidity or defensive positioning—and directs custody and trade execution through a recommended qualified custodian (Charles Schwab Institutional).
Notable distinctions include a small client roster and modest discretionary assets under management relative to many peers, a recent formation as an independent advisory firm, and the firm’s principal maintaining outside employment as a senior data consultant. Operationally, Pinecrest does not participate in wrap fee programs or select third‑party managers, does not aggregate client orders for block trading, and does not vote proxies on clients’ behalf; the brochure also highlights that cash positions are included in AUM and may affect net returns relative to market advances.
Client services
Financial planning
Portfolio management
Expertise
General retirement planning
Social Security optimization
Medicare planning
General tax planning
Charitable giving & philanthropy
Fee options
Negotiable up to a maximum of 1.50% annually
Account minimum: $500,000
Main office location
Pinecrest Advisors
Kalispell MT, United States
Number of offices
1
Most active in
Pinecrest Advisors has reported serving >5 clients in these states in the last 12 months.
Montana · Wisconsin
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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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