PlannerFees

Pillar Financial Planning fees and pricing

Financial planner in Raymore, Missouri. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated March 9, 2026, Pillar Financial Planning charges $250 an hour, a flat or project fee of $4,000, and an annual fee of $12,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 9, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$250/hr
“Core Planning Services Core Planning Services are provided on an hourly basis at the rate of $250 per hour.”
Flat or project fee
$4,000
“Concierge Planning Services Concierge Planning Services consists of an Initial Fee and an Ongoing Fee, as follows:  The Initial Fee is a fixed fee of $4,000, payable upon signing the advisory agreement.”
Annual fee
$12,000/yr
“When this cap applies, the combined annual advisory fee charged to the Primary Household will not exceed $12,000, regardless of total assets managed for those individuals. 7 Disclosure Brochure March 6, 2026 If adult children or other related persons are included for purposes of qualifying for fee breakpoints,…”

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

How Pillar Financial Planning bills

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

  • “Fees could be negotiable in some circumstances.”
  • “Fees for Financial Planning Services can be paid by check, electronic funds transfer, or debit or credit card through a third-party payment processor’s secure portal through which client can securely input banking information.”
  • “Fees are invoiced and payable upon completion and delivery of the final plan.”

How Pillar Financial Planning’s fees compare

  • Its hourly rate of $250 matches the Missouri median of $250. 40% of the 88 other Missouri planners that publish an hourly rate charge less.
  • Its flat or project fee of $4,000 is above the Missouri median of $3,550. 52% of the 77 other Missouri planners that publish a flat or project fee charge less.
  • Its annual fee of $12,000 is above the Missouri median of $6,000. 71% of the 45 other Missouri planners that publish an annual fee charge less.

About Pillar Financial Planning

“We offer three options for our Financial Planning Services:  Core Planning Services.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Solo practice: one person runs the firm, so you work directly with the planner.
  • Credentials named in the brochure: CFP®.
  • Registered as an adviser: 2025.

Planning areas mentioned in the brochure

  • Retirement planning
  • Tax planning
  • Estate planning

Firm details from Form ADV

How the firm is paid
Hourly fees, fixed or flat fees, percentage of assets under management
Charges a % of assets
Yes
Highest asset based fee in brochure
0.9% a year
Clients
14
Employees
1
Works with
Individuals
Services reported to regulators
Financial planning and portfolio management for individuals and small businesses
Assets managed
$735,993
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
335717
Website
pillarfinancialplanning.net (opens in new tab)
Phone
(401) 206-4586

Can advise clients in 2 states: Louisiana, Missouri

Other planners in Missouri that publish fees

Compare all 222 planners in Missouri

Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.