Peter Ankeny
Wolf Pine Capital · Portsmouth, New Hampshire
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.
Request an introduction to Peter →
Specialties
Who they serve
- Executives
- Founders
- Multi-generational families
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 |
| Assets under management | $19.9M across 12 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NH · CRD 6618153 |
| Exams passed | Series 66 (2016) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | wolfpinecapital.com |
| Profile |
How Peter's firm compares
- Ongoing planning starts at $6,500 a year, above the US median of $4,500 for fee-only firms that publish prices.
- Wolf Pine Capital's average account is about $1.7 million, from its Form ADV (assets managed divided by 12 accounts).
Request an introduction to Peter
Tell Peter a little about what you're looking for. Peter isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Peter
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- Wolf Pine Capital website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
See something wrong? Request a correction. Read our methodology.