Firm
Pine Haven Investment Counsel
Fairhaven, Massachusetts
Fee-only
Pine Haven Investment Counsel at a glance
- One of 352 fee-only firms based in Massachusetts in the Wellspent graph.
- 2 advisors are listed here; 1 of 2 hold the CFP.
- Its Form ADV reports 3 employees and 84 individual clients, 41 of them high net worth.
- Its average account is about $599,000 (assets it manages divided by its 323 accounts).
Fee-only advisors in Massachusetts · What fee-only advisors charge in Massachusetts
Facts
| Based in | Fairhaven, Massachusetts |
|---|---|
| Website | pinehaveninv.com |
| [email protected] | |
| Phone | (508) 993-0336 |
Pine Haven Investment Counsel fees
Pine Haven Investment Counsel doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: percentage of assets. 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 | $193 million |
| Individual clients | 43 |
| High-net-worth clients | 41 |
| Accounts managed | 323 |
| Employees | 3 |
| Planning clients | 51-100 |
| Registered with | The SEC (801-71502) |
| Financial planning | Offered |
| Form ADV filed | February 20, 2026 |
| SEC record | CRD 129365 |