Firm
White Pine Financial
Draper, Utah
Fee-only
White Pine Financial at a glance
- One of 107 fee-only firms based in Utah in the Wellspent graph.
- 2 advisors are listed here.
- Its Form ADV reports 2 employees and 34 individual clients, 17 of them high net worth.
- Its average account is about $889,000 (assets it manages divided by its 41 accounts).
Fee-only advisors in Utah · What fee-only advisors charge in Utah
Facts
| Based in | Draper, Utah |
|---|---|
| Website | whitepinefinancial.com |
| [email protected] | |
| Phone | (801) 839-5730 |
White Pine Financial 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.
| Asset-based fee | 2% a year on the first tier of assets |
|---|---|
| How it charges | Percentage of assets |
In the firm's words
"Up to $50,000 2.0%" source
"Over $3,000,000 0.7%" source
"Up to $50,000 2.0%" source
"we charge a percentage of your average portfolio value" 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 · Fixed fees |
|---|---|
| Assets managed | $36 million |
| Individual clients | 17 |
| High-net-worth clients | 17 |
| Accounts managed | 41 |
| Employees | 2 |
| Planning clients | 26-50 |
| Financial planning | Offered |
| Form ADV filed | February 11, 2026 |
| SEC record | CRD 304042 |