Firm
Wolf Pine Capital
Portsmouth, New Hampshire
Fee-only
Wolf Pine Capital at a glance
- One of 74 fee-only firms based in New Hampshire in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 11 individual clients.
- Its average account is about $1.7 million (assets it manages divided by its 12 accounts).
- Its website says it's taking new clients.
Fee-only advisors in New Hampshire · What fee-only advisors charge in New Hampshire
Facts
| Based in | Portsmouth, New Hampshire |
|---|---|
| Website | wolfpinecapital.com |
| Phone | (603) 314-8308 |
Wolf Pine Capital fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $6,500 a year |
|---|---|
| Asset-based fee | 0.65% a year on the first tier of assets |
| Account minimum | $2,000,000 |
| How it charges | Percentage of assets · Flat fee · Ongoing planning fee · One-time plans or projects · Hourly |
In the firm's words
"From $6,500 a year" source
"0.65% of assets we manage" source
"The $2 million minimum applies to the asset-based fee option." source
"or a flat annual fee set by the scope of your planning" 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 | $20 million |
| Individual clients | 11 |
| Accounts managed | 12 |
| Employees | 1 |
| Planning clients | 11-25 |
| Financial planning | Offered |
| Form ADV filed | October 16, 2026 |
| SEC record | CRD 330261 |