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.
David E
Series 66
Trafalgar, IN
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James R
CFP®, Series 66
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Adam W
Series 66
Greenwood, IN
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Curtis M
ChFC®, Series 63, Series 66
Greenwood, IN
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David P
CFP®, Series 66
Shelbyville, IN
Edward Jones
Christopher R
CFP®, Series 66
Greenwood, IN
Edward Jones
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