Wolf Pine Capital fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed August 13, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“WPC may engage in financial consulting services on a project basis at $250 per hour, or a flat rate, depending on the services required.”

Flat or project fee

$1,000

“The minimum flat rate will be $1,000.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Wolf Pine Capital bills

Payment and refund terms, quoted from the fee section of the brochure.

• “The annual advisory fee is paid quarterly in arrears based on the average daily balance of the Client’s account(s).”
• “Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”
• “Consulting fees are billed at the conclusion of services, or as deemed appropriate by WPC.”

How Wolf Pine Capital’s fees compare

• Its hourly rate of $250 is below the New Hampshire median of $275. 27% of the 52 other New Hampshire planners that publish an hourly rate charge less.
• 2 of the 9 other planners in Portsmouth that publish an hourly rate charge less.
• Its flat or project fee of $1,000 is below the New Hampshire median of $5,400. 8% of the 37 other New Hampshire planners that publish a flat or project fee charge less.
• None of the 6 other planners in Portsmouth that publish a flat or project fee charge less.

About Wolf Pine Capital

• Principal: Peter Ankeny
• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2024 (2 years).

Planning areas mentioned in the brochure

• Retirement planning
• Estate planning
• College planning
• Business owners
• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

0.65% a year

Clients

11

Employees

1

Works with

Individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, and selecting other advisers

Assets managed

$19,904,847

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

330261

Website

wolfpinecapital.com (opens in new tab)

Phone

(603) 314-8308

Other planners in Portsmouth that publish fees

• Arca Wealth, LLCPortsmouth$200⁠-⁠$300/hr
• Capital Design Private Wealth LLCPortsmouth$175/mo, $900⁠-⁠$5,000/yr
• Divergence Wealth Management LLCPortsmouth$200/hr, $2,500⁠-⁠$15,000/yr
• Golden Financial ServicesPortsmouth$150⁠-⁠$250/hr
• Gulfstream Financial Group LLCPortsmouth$450⁠-⁠$5,000
• Hanai FinancialPortsmouth$300/hr

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