White Pine Advisory LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$5,850,000
Clients
19
0% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
19
TypicalAverage account size
$307,895
About
White Pine Advisory LLC provides discretionary investment management and related advisory services to individuals, trusts, and estates through accounts at qualified custodians. As of December 31, 2025 the firm managed about $5.85 million across 19 client relationships and generally requires a minimum relationship size of $250,000, which may be reduced at the advisor’s discretion.
The firm constructs customized, primarily long-term portfolios using low-cost diversified mutual funds and ETFs, while occasionally employing individual stocks or bonds and retaining legacy holdings for tax or suitability reasons. Investment decisions are guided by fundamental and cyclical analysis, with continuous monitoring and the flexibility to make shorter-term trades for rebalancing or to meet client cash needs.
White Pine is notable for its very small client roster and modest assets under management, which the firm describes as supporting ongoing personal contact and tailored discretionary oversight. The firm’s principal brings multi-decade experience in emerging markets debt and equities and an international MBA background, and the adviser maintains an institutional custody relationship that provides technology, research and operational support.
Client services
Portfolio management
Expertise
Passive / index investing
Fee options
$0 - $1,000,000: 1.00% annually $1,000,001+: 0.75% annually
Account minimum: $250,000 (may be reduced at sole discretion of Advisor) Fee-only: Investment advisory fees paid quarterly based on assets under management; no commissions.
Main office location
White Pine Advisory LLC
Brookline MA, United States
Number of offices
1
Most active in
White Pine Advisory LLC has reported serving >5 clients in these states in the last 12 months.
Massachusetts
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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