Pillar6 Advisors, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$93,141,971
This total excludes 5 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
122
27% high-net worth
Advisors
1
of 2 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
122
Very HighAverage account size
$763,459
About
Pillar6 Advisors, LLC provides investment supervisory services and comprehensive financial planning to individuals (including high‑net‑worth clients), pension and profit‑sharing plans, and business entities. The firm prepares an Investment Policy Statement for each client and manages portfolios that may include stocks, ETFs, mutual funds and alternative investments.
The firm uses both fundamental and technical analysis to construct client‑specific asset allocations, documents risk tolerance in each client’s IPS, and manages accounts on a discretionary or non‑discretionary basis. Pillar6 may engage subadvisers to assist with investment selection and back‑office operations and delivers regular performance reporting through custodians such as Charles Schwab and Betterment.
Pillar6’s principal is a licensed insurance agent and discloses that it may offer commissionable insurance products to clients, a practice the firm notes can create conflicts of interest. The firm also participates in the Betterment Institutional platform (receiving publications, educational conferences and practice‑management support), may refer clients to third‑party advisers such as World Equity Group, and serves pension/profit‑sharing plan clients — relationships and service channels that are less common among similar advisers.
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Newsletters or periodicals
Educational seminars or workshops
Expertise
Wealth management
General tax planning
Retirement income strategy
College savings (529s, UTMA, etc.)
Fee options
Fixed financial planning fees between $6,500 and $30,000
$0 - $1,000,000: 1.25% $1,000,000 - $3,000,000: 1.00% $3,000,000 - $5,000,000: 0.80% $5,000,000 - $10,000,000: 0.70% $10,000,000+: 0.60%
Commission from insurance products sold by licensed insurance agent
Hourly financial planning fees between $150 and $475
Account minimum: $500,000 (may be waived) Minimum fee: Minimum quarterly fee of $750.00 Fee-only: Financial planning fixed fees between $6,500 and $30,000; hourly fees between $150 and $475
Main office location
Pillar6 Advisors, LLC
1160 Battery Street, Suite 100, East Building
San Francisco CA 94111, United States
Number of offices
1
Most active in
Pillar6 Advisors, LLC has reported serving >5 clients in these states in the last 12 months.
California
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 active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
-
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.
Forms ADV
Quick links
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")