Four Pillars Financial Planning Group, LLC

RIASEC Registered
Total AUM
—
Avg account
$0
Accounts
0
Employees
9
Advisory reps
1

Firm details

Headquarters
Nokomis, Florida
CRD number
343979
Registered since
October 16, 2026
Fee structure
Percentage of AUM, Fixed Fees
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Four Pillars Financial Planning Group, LLC is a newly formed, individual-owned limited liability company that provides fee-based financial planning and portfolio management. The firm is registered with the SEC; its registration year is 2026. Its advisory offerings include comprehensive financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, selection of other advisers, and pension consulting services. The firm charges either a percentage of assets under management or fixed fees and identifies itself as a capital allocator. The firm is not an active ESG investor and is not flagged as a multi-state adviser. Although pension consulting services appear among its stated activities, the firm’s record indicates it is not designated as a registered pension consultant. FINTRX classifies Four Pillars as unclassified.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

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Contacts

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Nokomis, FL

Sarasota

Location

Nokomis, FL

Headquartered in Nokomis, FL, anchoring the North Port-Sarasota, FL metro in the South.

Metro area
North Port-Sarasota, FL
Region
South
County
Sarasota
Address
2440 Tamiami Trl N
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth