Firm
Pine Harbor Wealth Management
Fairfax, Virginia
Fee-only
Pine Harbor Wealth Management at a glance
- One of 305 fee-only firms based in Virginia in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 2 employees and 159 individual clients, 105 of them high net worth.
- Its average account is about $778,000 (assets it manages divided by its 652 accounts).
- Its hourly rate of $395 is above the Virginia median of $325.
- Its website says it's taking new clients.
Fee-only advisors in Virginia · What fee-only advisors charge in Virginia
Facts
| Based in | Fairfax, Virginia |
|---|---|
| Website | pineharborwealth.com |
| Phone | (703) 589-9100 |
Pine Harbor 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.
| One-time plan | From $1,000 |
|---|---|
| Hourly | $395 an hour |
| Asset-based fee | 0.89% a year on the first tier of assets |
| How it charges | Percentage of assets · One-time plans or projects · Hourly · Flat fee |
In the firm's words
"$1,000 – $10,000" source
"$395 / hour" source
"First $1,000,000 Assets under management 0.89%" source
"A single, transparent fee based on assets under management" 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 | $507 million |
| Individual clients | 54 |
| High-net-worth clients | 105 |
| Accounts managed | 652 |
| Employees | 2 |
| Planning clients | 101-250 |
| Registered with | The SEC (801-129354) |
| Financial planning | Offered |
| Form ADV filed | February 23, 2026 |
| SEC record | CRD 317352 |