Firm
Pinecrest Advisors
Kalispell, Montana
Fee-only
Pinecrest Advisors at a glance
- One of 36 fee-only firms based in Montana in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 1 employee and 10 individual clients, 2 of them high net worth.
- Its average account is about $271,000 (assets it manages divided by its 15 accounts).
Facts
| Based in | Kalispell, Montana |
|---|---|
| Website | pinecrestadvisors.com |
| Phone | (262) 235-2609 |
Pinecrest Advisors fees
Pinecrest Advisors 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 |
|---|---|
| Assets managed | $4 million |
| Individual clients | 8 |
| High-net-worth clients | 2 |
| Accounts managed | 15 |
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | February 28, 2026 |
| SEC record | CRD 329783 |