Pillar Financial Advisors, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed July 16, 2026. Fees can change, so confirm with the firm before you hire them.

Annual fee

$20,000/yr

“Since the minimum flat retainer fee is $20,000 annually, clients with less than $2,300,000 of investment assets will generally be assessed an asset-based percentage fee under the investment assets under management calculation.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Pillar Financial Advisors, LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Financial Planning fees can be paid via check to PFA or can be invoiced and processed through a third-party nonaffiliated service, AdvicePay.”
• “With AdvicePay, Clients will be asked to set up their bank account or credit card at AdvicePay to enable credit card or ACH payments.”
• “While AdvicePay allows firms like PFA to receive payments directly from the client’s credit card or bank account, it does not give PFA access to the bank account itself, nor to any of the client’s credit card or bank account information.”

How Pillar Financial Advisors, LLC’s fees compare

• Its annual fee of $20,000 is above the Kentucky median of $5,000. 92% of the 13 other Kentucky planners that publish an annual fee charge less.
• 5 of the 5 other planners in Louisville that publish an annual fee charge less.

About Pillar Financial Advisors, LLC

• Firm size: 6 employees.
• Credentials named in the brochure: CFP®, CPA, and CFA.
• Registered as an adviser: 2015 (11 years).

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1% a year

Minimum

$2,500 minimum fee (stated in brochure)

Clients

210

Employees

6

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$357,868,054

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

121880

Website

facebook.com/pg/pillarfinancialadvisors (opens in new tab)

Phone

(502) 384-3890

Can advise clients in 5 states: California, Georgia, Indiana, Kentucky, Texas

Other planners in Louisville that publish fees

• Advantage Investment ManagementLouisville$250/hr, $25,000
• Barlow Wealth Partners, LLCLouisville$150⁠-⁠$750/hr
• Bluegrass Financial Planning, LLCLouisville$120⁠-⁠$180/hr, $480⁠-⁠$750/qtr
• Centerline Wealth Advisors, LLCLouisville$25,000
• Clark Financial PlanningLouisville$5,000/yr
• Family Wealth Planning PartnersLouisville$1,000, $1,000/yr

Compare all 35 planners in Louisville