Fee-only adviser · Livonia, MI
White Pine Investment Co
White Pine Investment Co is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Livonia, Michigan. On its latest Form ADV, filed March 26, 2026, it reports $532M in regulatory assets under management, 326 individual clients and 3 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | SEC-registered |
|---|---|
| Firm CRD number | 111556 · SEC file 801-55054 |
| Office | 17199 Laurel Park DR North Suite 220 Livonia, MI 48152 |
| Phone | (734) 464-2532 |
| Website | wpinv.com |
| Regulatory assets under management | $532M ($518M discretionary) |
| Individual clients | 219 non-high-net-worth, 107 high-net-worth |
| Financial planning clients | 251-500 |
| How it charges | Percentage of assets |
| Services | Financial planning, Portfolio management, Selection of other advisers, Educational seminars |
| Employees | 7 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | March 26, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It charges only as a percentage of the assets it manages. Ask about the fee schedule and any account minimum, which Form ADV Part 1 does not record.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Livonia
- CND Financial $199M
- Kidd Financial Planning, LLC. $14M
- Grad Wealth Management PLLC $1.6M
- Meadowbrook Investment Advisors LLC $185M
See all 5 fee-only advisers in Livonia →
Nearby
- Novi 6 firms
- Canton 1 firm
- Farmington Hills 4 firms
- Northville 5 firms
- Plymouth 7 firms
- Southfield 6 firms
- Lathrup Village 1 firm
- Bingham Farms 2 firms
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