Stefanie Porter
White Pine Investment Co · Livonia, Michigan
Stefanie Porter is a fee-only financial advisor at White Pine Investment Co in Livonia, Michigan, who holds the CFP credential. Stefanie charges a percentage of assets (a $500,000 asset minimum) and focuses on retirement planning, estate & legacy planning and family wealth transfer.
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Specialties
Who they serve
- Retirees
- Pre-retirees
- Multi-generational families
Facts
| Firm | White Pine Investment Co |
|---|---|
| Based in | Livonia, Michigan |
| Fee model | Percentage of assets |
| Fees (firm's website) | A $500,000 asset minimum |
| Accepting new clients | Yes |
| Assets under management | $532.3M across 1,113 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MI · CRD 2748780 |
| Exams passed | Series 63 (2008) · Series 66 (2016) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | wpinv.com |
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Questions about Stefanie
Is Stefanie Porter a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Stefanie holds no broker registration, and White Pine Investment Co reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Stefanie charge for financial advice?
Stefanie charges a percentage of assets.
How much does Stefanie charge?
According to White Pine Investment Co's website, checked October 30, 2026: a $500,000 asset minimum.
Where is Stefanie Porter based?
Stefanie Porter is based in Livonia, Michigan.
What does Stefanie specialize in?
Stefanie's specialties include retirement planning, estate & legacy planning and family wealth transfer. Stefanie works with retirees, pre-retirees and multi-generational families.
What credentials does Stefanie Porter hold?
Stefanie Porter holds the CFP credential.
Is Stefanie Porter registered with the SEC?
Yes. Stefanie Porter is registered as an investment adviser representative in MI (CRD 2748780), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does White Pine Investment Co manage?
White Pine Investment Co reports $532.3M across 1,113 accounts in assets under management.
How do I contact Stefanie Porter?
Through Stefanie's website, wpinv.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
- White Pine Investment Co 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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