Paige Roth
Pine Haven Investment Counsel · Fairhaven, Massachusetts
Paige Roth is a fee-only financial advisor at Pine Haven Investment Counsel in Fairhaven, Massachusetts, who holds the CFA credential. Paige charges a percentage of assets and focuses on sustainable & impact investing and family wealth transfer.
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Specialties
Who they serve
- Multi-generational families
Facts
| Firm | Pine Haven Investment Counsel |
|---|---|
| Based in | Fairhaven, Massachusetts |
| Fee model | Percentage of assets |
| Assets under management | $193.4M across 323 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in MA · CRD 2428098 |
| Exams passed | Series 65 (1993) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | pinehaveninv.com |
How Paige's firm compares
- Pine Haven Investment Counsel's average account is about $599,000, from its Form ADV (assets managed divided by 323 accounts).
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Questions about Paige
Is Paige Roth a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Paige holds no broker registration, and Pine Haven Investment Counsel reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Paige charge for financial advice?
Paige charges a percentage of assets.
Where is Paige Roth based?
Paige Roth is based in Fairhaven, Massachusetts.
What does Paige specialize in?
Paige's specialties include sustainable & impact investing and family wealth transfer. Paige works with multi-generational families.
What credentials does Paige Roth hold?
Paige Roth holds the CFA credential.
Is Paige Roth registered with the SEC?
Yes. Paige Roth is registered as an investment adviser representative in MA (CRD 2428098), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Pine Haven Investment Counsel manage?
Pine Haven Investment Counsel reports $193.4M across 323 accounts in assets under management.
How do I contact Paige Roth?
Through Paige's website, pinehaveninv.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Pine Haven Investment Counsel website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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