Advisor at Pillar Financial Planning
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Pillar Financial Planning
Location
Raymore, MO
Credentials
CFP®, Series 63
Industry experience
5 years
James Hargrave is a CFP® with five years of industry experience, currently serving as the sole advisor at Pillar Financial Planning. His prior roles include positions at LearnLux, My Financial Coach, Northwestern Mutual, Learnvest, and The Vanguard Group. In addition to his advisory work, he provides financial coaching focused on employee financial wellness through LearnLux. Pillar Financial Planning is a fee-only, state-registered investment adviser that offers investment management and financial planning services primarily to individuals and small businesses, specializing in young physicians and business owners. The firm employs a long-term, passive investment approach based on Modern Portfolio Theory and provides both discretionary portfolio management and flexible planning options.
Based on Pillar Financial Planning
Based on Pillar Financial Planning
$4,000 initial fixed fee for Concierge Planning Services plus $250/month ongoing fixed fee
$0 - $500,000: 0.90% $500,000 - $1,000,000: 0.80% $1,000,000 - $2,000,000: 0.75% $2,000,000 - $5,000,000: 0.60% $5,000,000+: 0.50%
$250 per hour for Core Planning and Limited-Scope Planning Services
$250 per month ongoing fixed fee for Concierge Planning Services
Fee-only: Core Planning Services: $250/hour; Concierge Planning Services: $4,000 initial fixed fee plus $250/month ongoing fixed fee; Limited-Scope Planning: $250/hour
Raymore, MO
Missouri
LearnLux
2025 - Present (1 year)
Pillar Financial Planning, LLC
2025 - Present (1 year)
My Financial Coach
2018 - 2025 (7 years)
Not Applicable
2018 - 2018 (1 year)
Northwestern Mutual Life Insurance Company
2018 - 2018 (1 year)
Northwestern Mutual Investment Services LLC
2018 - 2018 (1 year)
Learnvest Inc.
2016 - 2018 (2 years)
The Vanguard Group, Inc.
2013 - 2016 (3 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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