Pillar Wealth LLC fees and pricing
Financial planner in Franklin, Indiana. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated May 19, 2026, Pillar Wealth LLC charges a monthly fee of $515-$11,100 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed May 19, 2026. Fees can change, so confirm with the firm before you hire them.
- Monthly fee
- $515-$11,100/mo
“These monthly fees will be between $515 and $11,100.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Pillar Wealth LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “This service is offered and billed through Altruist.”
- “Such fees are payable monthly in advance.”
- “Financial Consulting Services Pillar Wealth’s fee for a single financial consultation is $753, payable in advance of the meeting.”
About Pillar Wealth LLC
“Personal CFO Services Pillar Wealth offers net-worth based guidance that include discretionary (and under select circumstances non-discretionary) management of investment portfolios in connection with a broad range of comprehensive financial planning services.”
- Firm size: 3 employees.
- Registered as an adviser: 2022 (4 years).
Planning areas mentioned in the brochure
- Cash flow and budgeting
- Charitable giving
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
- 2% a year
- Minimum
- $11,400 minimum fee (stated in brochure)
- Clients
- 35
- Employees
- 3
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, selecting other advisers, and educational seminars and workshops
- Assets managed
- $8,234,746
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 323139
- Phone
- (317) 998-3264
Other planners in Franklin that publish fees
- Wealth Team LLCFranklin$300/hr, $750-$10,000/yr
- Abound Wealth StrategiesIndianapolis$720-$25,000
- Above & Beyond Investments, LLCBloomington$250/hr, $250-$2,500
- Afp Group, LLCPlainfield$150/hr, $2,000
- Allstreet WealthWestfield$750/hr
- An Exceptional Life Financial, LLCIndianapolis$300/hr, $1,500-$6,000
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.