Firm
Silver Pine Capital
Medfield, Massachusetts
Fee-only
Silver Pine Capital 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 CFA.
- Its Form ADV reports 2 employees and 79 individual clients, 34 of them high net worth.
- Its average account is about $929,000 (assets it manages divided by its 45 accounts).
Fee-only advisors in Massachusetts · What fee-only advisors charge in Massachusetts
Facts
| Based in | Medfield, Massachusetts |
|---|---|
| Website | silverpinecapital.com |
| Phone | (617) 302-6221 |
Silver Pine Capital fees
Silver Pine Capital 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 · Performance-based fees |
|---|---|
| Assets managed | $42 million |
| Individual clients | 45 |
| High-net-worth clients | 34 |
| Accounts managed | 45 |
| Employees | 2 |
| Planning clients | 101-250 |
| Financial planning | Offered |
| Form ADV filed | April 16, 2026 |
| SEC record | CRD 150461 |