Rose Pine Financial is a registered investment advisor located in Colorado Springs, Colorado, founded in 2026 by Christine Wilson. Rose Pine Financial offers wealth management services that combine ongoing investment portfolio management with personalized financial planning at no extra cost. The firm utilizes a goals-based investment strategy leveraging third-party model portfolios from providers like Schwab, Vanguard, and BlackRock to build diversified portfolios tailored to each client's risk tolerance, time horizon, and tax considerations. In addition to wealth management, Rose Pine Financial provides standalone financial planning covering retirement, cash flow, tax strategies, estate planning, insurance, college savings, and business planning. The firm operates as a legally required fiduciary, meaning advisors must act in the client's best interest at all times. Rose Pine Financial also serves small business owners and high-net-worth clients, with no minimum account size required.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.20% |
| $500K - $1.0M | 1.00% |
| $1M+ | 0.80% |
Financial planning is included at no additional cost. Fees are negotiable at the advisor's discretion.