Pinecone Financial offers financial planning services to individuals and high net-worth individuals. These services include one-time financial plans, hourly financial planning engagements, and ongoing planning and coaching. Pinecone Financial helps clients with cash flow and debt management, financial goals, employee benefits, retirement planning, risk management, education planning, investment consultation, estate planning, and tax planning strategies.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Pinecone Financial offers ongoing planning and coaching for $100 per month. You can cancel with 30 days' notice.
- Financial Plan - $1,500, negotiable in certain cases.
- Hourly Financial Planning - $300 per hour, negotiable in certain cases.
Annual Retainer:$1,200/year
One-Time Plan:$1,500
Hourly Rate:$300/hr
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