{
  "crd_number": 285191,
  "slug": "high-pines-wealth-management-llc-duxbury-ma-285191",
  "primary_business_name": "HIGH PINES WEALTH MANAGEMENT LLC",
  "legal_name": "HIGH PINES WEALTH MANAGEMENT LLC",
  "dbas": [],
  "city": "Duxbury",
  "state": "MA",
  "country": "United States",
  "cbsa_code": "14460",
  "metro": {
    "cbsa_code": "14460",
    "common_name": "Boston",
    "msa_name": "Boston-Cambridge-Newton, MA-NH",
    "path": "/advisors/ma/boston"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2019-07-10",
  "years_registered": 7,
  "period": "2026-10-01",
  "filing_date": "2026-03-30",
  "carried_forward": false,
  "raum_total": 184043653.0,
  "raum_discretionary": 173399645.0,
  "raum_non_discretionary": 10644008.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 5,
  "advisory_employees": 2,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 8441005.0,
      "count": null,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 16089919.0,
      "count": 89
    },
    "high_net_worth_individuals": {
      "raum": 159512729.0,
      "count": 74
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "FL",
    "MA",
    "MI",
    "NH",
    "NY",
    "OR",
    "TX",
    "WA"
  ],
  "websites": [
    "https://highpineswealth.com",
    "https://linkedin.com/COMPANY/HIGH-PINES-WEALTH-MANAGEMENT-LLC"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/285191",
  "city_as_filed": "DUXBURY",
  "url": "https://advisorcensus.com/firm/high-pines-wealth-management-llc-duxbury-ma-285191",
  "display_name": "High Pines Wealth Management LLC",
  "summary": "High Pines Wealth Management LLC is an SEC-registered investment advisory firm in Duxbury, MA, registered since 2019, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 30, 2026.",
  "citation": "AdvisorCensus. High Pines Wealth Management LLC (CRD 285191): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients"
  ],
  "quick_answers": [
    {
      "q": "How is High Pines Wealth Management LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), High Pines Wealth Management LLC reports these compensation arrangements: a percentage of assets under its management."
    },
    {
      "q": "How much does High Pines Wealth Management LLC charge?",
      "a": "Its Form ADV Part 2A brochure dated March 30, 2026 states: Asset-based fee: 0.5% to 1.25% a year (a range, as the brochure states it). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is High Pines Wealth Management LLC located?",
      "a": "High Pines Wealth Management LLC's principal office is in Duxbury, MA, according to its Form ADV."
    },
    {
      "q": "Is High Pines Wealth Management LLC registered with the SEC or a state?",
      "a": "High Pines Wealth Management LLC is an SEC-registered investment advisory firm, registered since 2019. Status as filed: Approved. CRD 285191."
    },
    {
      "q": "How much does High Pines Wealth Management LLC manage?",
      "a": "High Pines Wealth Management LLC reports $184,043,653 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (94% discretionary)."
    },
    {
      "q": "How have High Pines Wealth Management LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for High Pines Wealth Management LLC: Regulatory assets under management: $192,077,489 in the October 2021 data and $184,043,653 in the October 2026 data, down 4%. Total employees: 4 in October 2021 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does High Pines Wealth Management LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (89); high net worth individuals (74)."
    },
    {
      "q": "Which custodians does High Pines Wealth Management LLC use?",
      "a": "High Pines Wealth Management LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Fidelity Brokerage Services LLC as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does High Pines Wealth Management LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/285191"
    },
    {
      "q": "Does High Pines Wealth Management LLC state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated March 30, 2026 says: \"High Pines does not impose a minimum account or relationship size.\""
    },
    {
      "q": "What changed in High Pines Wealth Management LLC's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Regulatory assets under management went from $159,173,212 to $184,043,653 (+16%). Registered or notice-filed in OR."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 192077489.0,
      "total_employees": 4,
      "filing_date": "2021-08-23"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 223181463.0,
      "total_employees": 4,
      "filing_date": "2022-03-22"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 108231274.0,
      "total_employees": 4,
      "filing_date": "2023-03-21"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 130429325.0,
      "total_employees": 4,
      "filing_date": "2024-03-20"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 159173212.0,
      "total_employees": 5,
      "filing_date": "2025-04-11"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 184043653.0,
      "total_employees": 5,
      "filing_date": "2026-03-30"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $159,173,212 to $184,043,653 (+16%).",
        "Registered or notice-filed in OR."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 30, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": "0.5% to 1.25% a year",
    "stated_maximum": null,
    "account_minimum": "None",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [],
    "figures": [
      {
        "label": "Asset-based fee",
        "statements": [
          "Asset-based fee: 0.5% to 1.25% a year (a range, as the brochure states it)"
        ],
        "quotes": [
          "Wealth management and investment advisory fees range from 0.50% to 1.25% annually and are based on several factors, including the scope and complexity of the services to be provided, the level of assets to be managed, and the overall relationship with the Advisor."
        ]
      },
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: None"
        ],
        "quotes": [
          "High Pines does not impose a minimum account or relationship size."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": [
        0.5,
        1.25
      ],
      "max_pct": null,
      "account_minimum": 0.0,
      "minimum_annual_fee": null,
      "planning": []
    },
    "quotes": [
      "Wealth management and investment advisory fees range from 0.50% to 1.25% annually and are based on several factors, including the scope and complexity of the services to be provided, the level of assets to be managed, and the overall relationship with the Advisor.",
      "High Pines does not impose a minimum account or relationship size."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    },
    {
      "name": "Fidelity Brokerage Services LLC",
      "name_as_filed": "FIDELITY BROKERAGE SERVICES LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/high-pines-wealth-management-llc-duxbury-ma-285191.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 89,
      "fewer_than_5": false,
      "raum": 16089919.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 74,
      "fewer_than_5": false,
      "raum": 159512729.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": null,
      "fewer_than_5": true,
      "raum": 8441005.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/285191",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}