Firm
Five Pine Wealth Management
Coeur D'Alene, Idaho
Fee-only
Five Pine Wealth Management at a glance
- One of 70 fee-only firms based in Idaho in the Wellspent graph.
- 3 advisors are listed here.
- Its Form ADV reports 3 employees and 345 individual clients, 49 of them high net worth.
- Its average account is about $200,000 (assets it manages divided by its 960 accounts).
Fee-only advisors in Idaho · What fee-only advisors charge in Idaho
Facts
| Based in | Coeur D'Alene, Idaho |
|---|---|
| Website | fivepinewealth.com |
| [email protected] | |
| Phone | (877) 333-1015 |
Five Pine Wealth Management fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Asset-based fee | 1.1% a year on the first tier of assets |
|---|---|
| How it charges | Percentage of assets |
In the firm's words
"On the amount between 0 -- $249,999: 1.10%" source
"We charge a flat annual asset management fee that decreases as the account size grows." source
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 | $192 million |
| Individual clients | 296 |
| High-net-worth clients | 49 |
| Accounts managed | 960 |
| Employees | 3 |
| Planning clients | 1-10 |
| Registered with | The SEC (801-129131) |
| Financial planning | Offered |
| Form ADV filed | February 9, 2026 |
| SEC record | CRD 317657 |