Firm
Pinestar Capital Advisors
Portland, Oregon
Fee-only
Pinestar Capital Advisors at a glance
- One of 191 fee-only firms based in Oregon in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 1 employee and 6 individual clients.
- Its average account is about $131,000 (assets it manages divided by its 13 accounts).
Fee-only advisors in Oregon · What fee-only advisors charge in Oregon
Facts
| Based in | Portland, Oregon |
|---|---|
| Website | pinestarcapital.com |
| Phone | (503) 933-8886 |
Pinestar Capital Advisors 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 $600 |
|---|---|
| Hourly | $225 an hour |
| How it charges | Percentage of assets · Hourly · Flat fee · One-time plans or projects |
In the firm's words
"Our hourly fee is currently $225 per hour." source
"Fixed-fee modular financial plans, which are only available for certain financial planning topics, are typically priced between $600 and $1,200." source
"Pinestar Capital Advisors offers asset management services for an annual percentage fee on assets under management." source
"Pinestar charges an hourly fee for Investment Consulting Services." 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 | $2 million |
| Individual clients | 6 |
| Accounts managed | 13 |
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | March 28, 2026 |
| SEC record | CRD 323216 |