Seth Shepherd
Advisor at Pillar Wealth LLC
Updated today
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.
About
Pillar Wealth serves as Personal CFO for high-performing business owners. Unlike the traditional solo advisor model, we take a team approach to managing your financial life.
We optimize everything from: tax strategy, traditional investment management, real estate investing, business investing, business strategy, estate planning, insurance planning, charitable giving, and future planning.
We're your ongoing thought partner, not someone you meet with once a year, so that we can keep everything working at the highest level.
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Expertise
Business ownership considerations
Business Financial Management
General retirement planning
Occupation focus
Founder/Business Owner
Fee options
$11,400
Pillar Wealth charges a minimum flat annual fee of $11,400 based on net-worth and complexity. Your situation is unique, which is why your fee is, too.
Work history
Pillar Wealth, LLC
2024 - Present (2 years)
Charles Schwab Bank, SSB
2019 - 2024 (5 years)
Charles Schwab & Co., Inc.
2018 - 2024 (6 years)
We Grow Indy
2016 - 2016 (1 year)
Law Office of Bryan Davenport
2015 - 2018 (3 years)
JPMorgan Chase & Co.
2015 - 2018 (3 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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Tyler M
Series 66
Greenwood, IN
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Tyler Merkel serves as a Resident Director and Wealth Management Advisor at Merrill. Since joining the firm in 2015, he has developed a relationship-driven approach to wealth management, focusing on customized, long-term strategies tailored to clients' specific needs. As a qualified Portfolio Manager, Tyler is authorized to manage client portfolios on a discretionary basis, utilizing a blend of individual stocks and bonds, model portfolios, and selected third-party investment strategies. Tyler holds the Certified Investment Management Analyst® (CIMA®) designation and the CERTIFIED FINANCIAL PLANNER® (CFP®) certification awarded by the Certified Financial Planner Board of Standards, Inc. He earned a Bachelor's degree from Ball State University with distinction and competed on the men's golf program for four years. He is affiliated with the Ball State University Alumni Association. Outside of his professional role, Tyler supports his church and maintains close ties with Ball State University and its men’s golf program. He resides just south of Indianapolis with his wife, Tara, and their three children. His personal interests include golf, basketball, running, fishing, and spending time with his family.
Adam W
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Greenwood, IN
Edward Jones
Curtis M
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Edward Jones
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Edward Jones
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