Seth Shepherd
"Financial Advisor" didn't make sense to us, so we built Pillar Wealth to reflect people in 2026 instead of 1990. Don't be stuck in the past with an old, outdated formula that incentivizes laziness. Avoid any AUM model. Avoid someone labeled "Financial Advisor" who sells products like insurance.
Pillar Wealth · Franklin, Indiana
Seth Shepherd is a fee-only financial advisor at Pillar Wealth in Franklin, Indiana, who holds the CFP credential. Seth charges hourly fees, a one-time planning fee, a subscription and a flat fee or retainer and focuses on small business owners, retirement planning and family wealth transfer.
Request an introduction to Seth →
Specialties
Who they serve
- Ultra high net worth
- High earners
- HENRY (High Earners, Not Rich Yet)
- Founders
- Pre-retirees
- Early-career professionals
- Multi-generational families
- Retirees
- Real estate investors
- Executives
About
Your situation is not simple. You have more pieces to worry about than most people. And most advisors are not ready to handle those. But you are exactly who we built our business for. And we love strategizing with you to make sure everything plays well together.
We are high-performing business owners who built a financial solution for people like us.
The solo-advisor model doesn't fit because one person is too limited to understand how all of your financial pieces work together.
We understand how all your stuff works together.
▸Tax Strategy ▸Traditional Investment Management ▸Real Estate Investing ▸Business Investing ▸Business Strategy ▸Estate Planning ▸Insurance Optimization ▸Charitable Giving ▸Future Planning To do this at the highest level, it takes an expert team-approach instead of the traditional solo advisor model. This is rare. We're a good fit if you're ready for an ongoing thought partner (not a once a year meeting) to keep things working at the highest level.
Services
- 401(k) & IRA Management
- Alternative Investments
- Business Succession Planning
- Asset Allocation
- Cash Flow Planning
- Charitable Giving
- Debt Management
- College/Education Planning
- Education Planning
- Estate Planning
- Exit Planning
- Family Wealth Transfer
- Financial Advice & Coaching
- Financial Planning
- Insurance Planning
- Insurance/Risk Management
- Investment Management
- Life Transition Planning
- Liquidity & Exit Planning
- Philanthropic Planning
- Portfolio Management
- Real Estate Advisory
- Portfolio Rebalancing
- Retirement Planning
Facts
| Firm | Pillar Wealth |
|---|---|
| Based in | Franklin, Indiana |
| Fee model | Hourly · One-time planning fee · Subscription · Flat fee or retainer |
| Accepting new clients | Yes |
| Assets under management | $25M - $100M |
| Firm founded | 2024 |
| Firm size | 2 - 5 employees |
| Credentials | CFP |
| Investment approach | Passive management |
| SEC registration | Investment adviser representative in IN · CRD 6956745 |
| Exams passed | Series 63 (2018) · Series 66 (2019) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | pillarw.com |
| Profile |
How Seth's firm compares
- Pillar Wealth's average account is about $102,000, from its Form ADV (assets managed divided by 81 accounts).
Request an introduction to Seth
Tell Seth a little about what you're looking for. Seth isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Seth
Is Seth Shepherd a fee-only financial advisor?
Yes. Seth Shepherd is listed in the NAPFA directory (NAPFA admits only fee-only advisors) and the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Seth's firm.
How does Seth charge for financial advice?
Seth charges hourly fees, a one-time planning fee, a subscription and a flat fee or retainer.
Where is Seth Shepherd based?
Seth Shepherd is based in Franklin, Indiana.
What does Seth specialize in?
Seth's specialties include small business owners, retirement planning, family wealth transfer, real estate investors, crypto & digital assets and equity compensation. Seth works with ultra high net worth, high earners, HENRY (High Earners, Not Rich Yet), founders and pre-retirees.
What credentials does Seth Shepherd hold?
Seth Shepherd holds the CFP credential.
Is Seth Shepherd registered with the SEC?
Yes. Seth Shepherd is registered as an investment adviser representative in IN (CRD 6956745), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Pillar Wealth manage?
Pillar Wealth reports $25M - $100M in assets under management.
How do I contact Seth Shepherd?
Through Seth's website, pillarw.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- XY Planning Network directory listing : XYPN members are fee-only
- Pillar Wealth website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
See something wrong? Request a correction. Read our methodology.