Wolf Pine Capital
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$729,647
Clients
11
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
11
LowAverage account size
$66,332
About
Wolf Pine Capital provides comprehensive wealth management, financial planning, and investment management to individuals, corporations, and employee benefit plans. In addition to standard individual portfolio services, the firm offers retirement plan advisory and pension consulting and can act as either a 3(38) discretionary fiduciary or a 3(21) advisor for ERISA-covered plans.
The firm operates on a fee-only basis and implements investment programs grounded in modern portfolio theory, using a combination of passive and active funds, ETFs, and outside managers where appropriate. Portfolios and financial plans are tailored to clients’ risk tolerance and long-term goals and are subject to regular review and adjustment through ongoing planning relationships.
What distinguishes Wolf Pine Capital from many independent peers is its substantive institutional work: serving pension or profit-sharing plans and providing pension consulting — services that are statistically uncommon for firms of this type and scale. The firm manages a modest asset base for a small number of clients and emphasizes a documented fiduciary process and ongoing plan monitoring alongside individualized wealth planning.
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Expertise
Business ownership considerations
Retirement plans for business owners (SEP, solo 401k)
Retirement income strategy
Cash flow / budgeting
Occupation focus
Founder/Business Owner
Fee options
Financial Planning Consulting flat fee minimum $1,000; Retirement Plan Advisory flat fee negotiable up to 1% of plan assets
0.65% annually
$250 per hour for Financial Planning Consulting
Ongoing Financial Planning fixed fees ranging from $6,000 to $48,000 quarterly
Account minimum: $2,000,000 Fee-only: Financial Planning Consulting at $250/hour or flat fee with $1,000 minimum; Ongoing Financial Planning fixed fees ranging from $6,000 to $48,000 quarterly (negotiable)
Main office location
Wolf Pine Capital
36 Maplewood Ave
Portsmouth NH 03801, United States
Number of offices
3
Most active in
Wolf Pine Capital has reported serving >5 clients in these states in the last 12 months.
New Hampshire
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
Quick links
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