PlannerFees

Two Pillars Asset Management fees and pricing

Financial planner in Frisco, Texas. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated April 27, 2026, Two Pillars Asset Management charges $400 an hour, a flat or project fee of $2,000⁠-⁠$4,000, and a monthly fee of $3,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed April 27, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$400/hr
“- 11 - HOURLY FEES Financial Planning Services are offered based on an hourly fee of $400 per hour.”
Flat or project fee
$2,000⁠-⁠$4,000
“Services are offered based on a flat fee between $2,000 and $4,000.”
Monthly fee
$3,000/mo
“Two Pillars charges clients with basic needs a fixed fee of $3,000 per month payable in arrears for the fixed fee program (Navigator Premium).”

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

How Two Pillars Asset Management bills

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

  • “Fees are assessed quarterly in arrears based on the amount of the assets managed as of the end of the previous quarter and will take into account additions and withdrawals in the time period.”
  • “For terminations after the initial five business days, GI will be entitled to a pro-rata fee for the days service was provided in the final quarter.”
  • “For accounts opened or closed mid-billing period, fees will be prorated based on the days services are provided during the given period.”

How Two Pillars Asset Management’s fees compare

  • Its hourly rate of $400 is above the Texas median of $275. 79% of the 468 other Texas planners that publish an hourly rate charge less.
  • 7 of the 10 other planners in Frisco that publish an hourly rate charge less.
  • Its flat or project fee of $2,000-$4,000 spans the Texas median of $3,850. 38% of the 401 other Texas planners that publish a flat or project fee charge less.
  • 4 of the 7 other planners in Frisco that publish a flat or project fee charge less.

About Two Pillars Asset Management

  • Solo practice: one person runs the firm, so you work directly with the planner.
  • Credentials named in the brochure: CPA, ChFC®, and CFA.
  • Meets clients remotely: the brochure mentions virtual or online meetings.
  • Registered as an adviser: 2019 (7 years).

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
3% a year
Clients
30
Employees
1
Works with
Individuals and high net worth individuals
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other advisers, and other services
Assets managed
$4,619,566
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
300859
Website
twopillarsam.org (opens in new tab)
Phone
(833) 377-0051

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