Pillar Financial Advisors, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$357,868,054
Total clients
210
28% high-net worth
Total advisors
4
of 6 employees
Firm size
Team
4-10 advisors or $500M+ in AUM
Average clients per advisor
53
Average account size
$1,704,134
About
Pillar Financial Advisors is a team-based wealth management firm that serves individuals, high-net-worth clients, trusts, estates and business entities. It provides comprehensive wealth management services—portfolio management, ongoing wealth planning and coordination with other professional advisors—and manages client accounts on a discretionary basis.
The firm emphasizes long-term, asset-class oriented portfolios built primarily with low-cost ETFs and no-load mutual funds (including Dimensional Fund Advisors and Vanguard offerings), and incorporates tax-aware asset location into client-specific Investment Policy Statements. Investment management is delivered alongside a formal Wealth Management Strategy that is reviewed periodically and guides portfolio construction, rebalancing and other planning decisions.
Distinctive aspects include a policy of providing ongoing wealth planning only in conjunction with portfolio management and offering clients a choice between alternative fee arrangements rather than a single fee model. The advisory team combines CFA and CPA/PFS credentials within a small, four-advisor structure overseeing several hundred client relationships, and the firm discloses operational practices that may be uncommon—such as obtaining client login access for held-away accounts with independent surprise custody examinations and an employee referral/bonus policy that could present conflicts of interest.
Client services
Financial planning
Portfolio management
Expertise
General retirement planning
General tax planning
Wealth management
Passive / index investing
Cash flow / budgeting
Fee options
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
Main office location
Pillar Financial Advisors, LLC
3046 Breckenridge Lane, Suite 104
Louisville KY 40220, United States
Number of offices
2
Most active in
Pillar Financial Advisors, LLC has reported serving >5 clients in these states in the last 12 months.
California · Georgia · Indiana · Kentucky · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
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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