Firm
Alpine Asset Management LLC
Stateline, Nevada
Fee-only
Alpine Asset Management LLC at a glance
- One of 56 fee-only firms based in Nevada in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 41 individual clients, 23 of them high net worth.
- Its average account is about $332,000 (assets it manages divided by its 156 accounts).
Fee-only advisors in Nevada · What fee-only advisors charge in Nevada
Facts
| Based in | Stateline, Nevada |
|---|---|
| [email protected] | |
| Phone | (775) 339-8046 |
Alpine Asset Management LLC fees
Alpine Asset Management LLC doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $52 million |
| Individual clients | 18 |
| High-net-worth clients | 23 |
| Accounts managed | 156 |
| Employees | 1 |
| Planning clients | 26-50 |
| Financial planning | Offered |
| Form ADV filed | March 30, 2026 |
| SEC record | CRD 174703 |
Advisors at this firm (1)
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