Advisor at Pillar Financial Advisors, LLC
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 Advisors, LLC
Location
Louisville, KY 40220
Credentials
Series 65
Industry experience
2 years
Marlene Men is a financial advisor at Pillar Financial Advisors, LLC in Louisville, KY, holding a Series 65 designation with two years of industry experience. Her prior work includes roles at JPMorgan Chase and Dennis L. Thomas, PLLC. Pillar Financial Advisors provides comprehensive wealth management to individuals, trusts, and estates, serving both high-net-worth and non-HNW clients. The firm emphasizes long-term, passive, and broadly diversified portfolios primarily using mutual funds and ETFs, with a focus on tax-efficient asset location and individualized investment policy statements.
Based on Pillar Financial Advisors, LLC
One-time flat fee for initial Wealth Management Strategy (minimum $2,500)
$0 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.75% $3,000,001 - $5,000,000: 0.50% $5,000,001 - $10,000,000: 0.25% $10,000,001+: 0.10%
Account minimum: $500,000 Minimum fee: Initial Wealth Management Strategy fee minimum $2,500; flat retainer fee minimum $20,000 annually Fee-only: Flat retainer fees ranging from $20,000 to $35,000 for portfolios $2,300,000 to $5,000,000; $30,000 or more for portfolios $5,000,000 or more
3046 Breckenridge Lane, Suite 104
Louisville, KY 40220
Kentucky
Pillar Financial Advisors, LLC
2023 - Present (3 years)
Unemployed
2023 - 2023 (1 year)
Dennis L. Thomas, PLLC
2023 - 2023 (1 year)
JPMorgan Chase
2021 - 2022 (1 year)
University of Kentucky
2020 - 2023 (3 years)
Rainbow Design Services
2017 - 2020 (3 years)
Jefferson Community and Technical College
2016 - 2017 (1 year)
University of Louisville
2014 - 2016 (2 years)
The Irish Rover
2013 - 2018 (5 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
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
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.
CFA®, Series 63, Series 66
Louisville, KY
Sapphire Fiduciary Advisors, LLC
CFP®
Louisville, KY
Essa Financial LLC
Elijah has been a fee-only financial planner for over eight years. In 2025, he started Essa Financial to provide transparent and client-centric financial advice to folks in the Louisville community and beyond. As a teacher, Elijah’s favorite part about being a financial planner is communicating complex planning topics to clients in ways that are more easily understood. He enjoys the education aspect of being a planner, especially in a one-on-one environment. He values deep relationships with clients, and is always willing to listen and learn. He also believes exceptional client service (and swift communication) is the cornerstone of financial planning. Elijah is actively involved in the profession. He is an active volunteer with the National Association of Personal Financial Advisors (NAPFA), having previously served on their Genesis board for young advisors for five years and currently serving on the South Region board as the Membership Chair. He also reviews scholarship applications for the CFP Board Center for Financial Planning, which provides assistance to qualified candidates for the CFP® exam. In addition to his role as a planner, Elijah teaches part-time as an adjunct professor at the University of Louisville. Elijah resides in Louisville with his wife, Sarah, and dogs, Landon and Korra. Aside from financial planning and teaching, Elijah spends his time frequenting local coffee shops, running (short distances) around his neighborhood, playing video games, watching the Minnesota Timberwolves, and of course, spending time with friends and family.
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