Stone Pillars Wealth Management fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed May 6, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$300/hr

“The Advisor’s hourly fee for financial planning services is $300 per hour, but may be negotiated and agreed upon by the parties in advance.”

Flat or project fee

$5,000

“The Advisor has a minimum financial planning fee requirement of $5,000, meaning all one-time, project-based financial planning services must require at least 16.66 hours of work, and all annual recurring financial planning services must add up to at least 16.66 hours of work per annum.”

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

How Stone Pillars Wealth Management bills

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

• “New account fees will be prorated from the inception of the account to the end of the first month.”
• “Where it is not practical to deduct fees directly from client accounts, the Advisor will send the client an invoice at the end of each month.”
• “Clients electing for one-time financial planning services are billed one half of the fee at the time of signing the Agreement with the Advisor and the other one half upon delivery of the financial plan or written report to the client.”

How Stone Pillars Wealth Management’s fees compare

• Its hourly rate of $300 is above the Tennessee median of $275. 55% of the 111 other Tennessee planners that publish an hourly rate charge less.
• 4 of the 11 other planners in Franklin that publish an hourly rate charge less.
• Its flat or project fee of $5,000 is above the Tennessee median of $3,000. 63% of the 89 other Tennessee planners that publish a flat or project fee charge less.
• 7 of the 14 other planners in Franklin that publish a flat or project fee charge less.

About Stone Pillars Wealth Management

• Firm size: 4 employees.
• Credentials named in the brochure: CFP® and CPA.
• Registered as an adviser: 2024 (2 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, percentage of assets under management

Charges a % of assets

Yes

Clients

47

Employees

4

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$60,550,073

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

331308

Website

stonepillarswm.com (opens in new tab)

Phone

(608) 213-3210

Can advise clients in 2 states: Tennessee, Wisconsin

Other planners in Franklin that publish fees

• Abound Wealth Management, LLCFranklin$5,200, $4,200/yr
• Arrow AllianceFranklin$2,500, $500⁠-⁠$25,000/mo
• Beacon Capital Management, LLCFranklin$250⁠-⁠$500/hr, $1,200⁠-⁠$10,000
• Cap Partners, LLCFranklin$100⁠-⁠$500/hr, $500⁠-⁠$5,000
• Efinancial Alliance, LLCFranklin$295/hr, $5,000⁠-⁠$10,000
• Goto Financial Advisory LLCFranklin$200/hr, $975

Compare all 30 planners in Franklin