Pillar Wealth LLC logo

Pillar Wealth LLC

Updated today

Client assets under management

$8,182,857

Clients

35

51% high-net-worth

Advisors

3

of 3 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

12

Very Low

Average account size

$233,796

About

Pillar Wealth LLC is a small, supported advisory firm that manages roughly $8.2 million on a discretionary basis for about 35 clients, serving individuals (including high‑net‑worth clients), families, small businesses, and retirement plan sponsors. Its client services include discretionary investment management, comprehensive financial planning under CFP® standards, one‑time financial consultations, and retirement‑plan consulting.

The firm constructs customized portfolios and engages in ongoing client contact, using a mix of fundamental and quantitative methods (including factor investing and optimization models) and, where appropriate, recommending third‑party money managers. Pillar Wealth also leverages its custodian’s platform and optional tools — for example an opt‑in tax‑loss harvesting service billed through the custodian — as part of its implementation process.

Compared with many peers of similar size, Pillar Wealth’s practice mixes a net‑worth‑based fee approach with recently raised minimum eligibility criteria and a new Foundations project‑based consulting offering billed monthly, which it markets to both businesses and families. The firm, registered in 2022, operates with a three‑advisor team and provides both ERISA fiduciary and non‑discretionary retirement plan consulting in addition to individual wealth services, a combination that is less common among small advisory shops.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Tax-loss harvesting Factor investing / smart beta Options & derivatives strategies Concentrated stock management Private / alternative investments

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Fee options

Fixed

$753 for a single financial consultation

Percentage

$0 - $5,000,000: 0.50% $5,000,000 - $10,000,000: 0.25% $10,000,000+: 0.10%

Subscriptions

Foundations consulting fees range from $515 to $11,100 monthly, billed monthly in advance

Other

Account minimum: $2,280,000 Minimum fee: $11,400 annually ($950/month) minimum annual fee for wealth management services

Main office location

Pillar Wealth LLC

197 E. Jefferson St., Suite 2

Franklin IN 46131, United States

Number of offices

1

Most active in

Indiana

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

Seth S

CFP®

Franklin, IN

Pillar Wealth LLC

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.

Business ownership considerations Business Financial Management General retirement planning Founder/Business Owner
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Kevin G

Series 65

Franklin, IN

Pillar Wealth LLC

Kevin Good is a financial advisor at Pillar Wealth LLC with one year of industry experience. He holds a Series 65 designation and has been involved in business management and administrative consulting through his ownership of Blue Dot Group, Inc., as well as real estate brokerage activities. Pillar Wealth serves individuals, high-net-worth households, families, and small businesses with discretionary wealth management and comprehensive financial planning. The firm combines quantitative techniques, fundamental research, and tailored portfolio management to align with each client’s goals and risk tolerance.

Tax-loss harvesting Factor investing / smart beta Options & derivatives strategies Concentrated stock management Private / alternative investments
user avatar

Wyatt M

Series 65

Franklin, IN

Pillar Wealth LLC

Wyatt Mc Cullough is a financial advisor at Pillar Wealth LLC with a Series 65 designation and three years of industry experience. His prior roles include positions at Process Alliance LLC, UBS Private Wealth Management, and Inlet Realty Group. He is also a student at Franklin College. Pillar Wealth serves individuals, high-net-worth households, families, and small businesses with discretionary wealth management and comprehensive financial planning. The firm combines quantitative techniques and fundamental research in its tailored investment advice and offers project-based consulting services alongside ongoing portfolio management.

Tax-loss harvesting Factor investing / smart beta Options & derivatives strategies Concentrated stock management Private / alternative investments
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