# Peter Ankeny

> Peter Ankeny is a fee-only financial advisor at Wolf Pine Capital in Portsmouth, New Hampshire, who holds the CFP credential. Peter charges a percentage of assets, a flat fee or retainer, an ongoing planning fee, a one-time planning fee and hourly fees (ongoing planning from $6,500 a year and 0.65% a year on the first tier of assets managed) and focuses on equity compensation, founders (pre-exit) and estate & legacy planning.

Page: https://find.wellspent.co/advisors/peter-ankeny/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Wolf Pine Capital
- **Based in:** Portsmouth, New Hampshire
- **Fee model:** Percentage of assets; Flat fee or retainer; Ongoing planning fee; One-time planning fee; Hourly
- **Fees (firm's website):** ongoing planning from $6,500 a year; 0.65% a year on the first tier of assets managed; a $2,000,000 asset minimum
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $19.9M across 12 accounts
- **Credentials:** CFP
- **Specialties:** Equity compensation, Founders (pre-exit), Estate & legacy planning, Tax planning, Family wealth transfer, Flat-fee planning
- **Works with:** Executives, Founders, Multi-generational families
- **CRD:** 6618153 (https://adviserinfo.sec.gov/individual/summary/6618153)
- **SEC registration:** Investment adviser representative in NH
- **Exams passed:** Series 66 (2016)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://wolfpinecapital.com

## Frequently asked questions

### Is Peter Ankeny a fee-only financial advisor?

Yes. Peter Ankeny is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Peter's firm.

### How does Peter charge for financial advice?

Peter charges a percentage of assets, a flat fee or retainer, an ongoing planning fee, a one-time planning fee and hourly fees.

### How much does Peter charge?

According to Wolf Pine Capital's website, checked October 28, 2026: ongoing planning from $6,500 a year; 0.65% a year on the first tier of assets managed; a $2,000,000 asset minimum.

### Where is Peter Ankeny based?

Peter Ankeny is based in Portsmouth, New Hampshire.

### What does Peter specialize in?

Peter's specialties include equity compensation, founders (pre-exit), estate & legacy planning, tax planning, family wealth transfer and flat-fee planning. Peter works with executives, founders and multi-generational families.

### What credentials does Peter Ankeny hold?

Peter Ankeny holds the CFP credential.

### Is Peter Ankeny registered with the SEC?

Yes. Peter Ankeny is registered as an investment adviser representative in NH (CRD 6618153), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Wolf Pine Capital manage?

Wolf Pine Capital reports $19.9M across 12 accounts in assets under management.

### How do I contact Peter Ankeny?

Through Peter's website, wolfpinecapital.com.

## Sources

- XY Planning Network directory listing (https://www.xyplanningnetwork.com/find-an-advisor/peter-ankeny-83147): XYPN members are fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://wolfpinecapital.com/): specialties, clients served, and fees, checked October 28, 2026

---

Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.