Pillar Financial Planning

Overview

Pillar Financial Planning is an independent registered investment adviser organized as an LLC and owned by an individual adviser. The firm focuses on serving individual and family clients, and it advertises financial planning and discretionary portfolio management for individuals and small businesses. Its fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagements, which supports both ongoing asset management relationships and project-based planning work. Pillar is not positioned as a capital allocator or pension consultant and does not identify as an active ESG investor. The firm appears to operate on a small, local scale rather than as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives