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Wellspent public graph/Firms/Pillar Financial Advisors, LLC
Firm

Pillar Financial Advisors, LLC

Louisville, Kentucky

Fee-only

Pillar Financial Advisors, LLC at a glance

  • One of 65 fee-only firms based in Kentucky in the Wellspent graph.
  • 4 advisors are listed here; 3 of 4 hold the CFA.
  • Its Form ADV reports 6 employees and 210 individual clients, 59 of them high net worth.
  • Its average account is about $468,000 (assets it manages divided by its 765 accounts).

Specialties Retirement planning · Tax planning

Works with Pre-retirees · Retirees

Fee-only advisors in Kentucky · What fee-only advisors charge in Kentucky

Facts

Based inLouisville, Kentucky
Websitepillar.net
Email[email protected]
Phone(502) 384-3890

Pillar Financial Advisors, LLC fees

Pillar Financial Advisors, LLC doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.

For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.

What its SEC filing says

Paid byPercentage of assets · Fixed fees
Assets managed$358 million
Individual clients151
High-net-worth clients59
Accounts managed765
Employees6
Planning clients101-250
Registered withThe SEC (801-81053)
Financial planningOffered
Form ADV filedOctober 6, 2026
SEC recordCRD 121880

Advisors at this firm (4)

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Fee-only advisors in Kentucky