Four Pillars Financial Planning Group, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Four Pillars is a newly formed SEC‑registered investment adviser that, per its brochure, intends to serve individuals (including high‑net‑worth clients), trusts and estates, employer‑sponsored retirement plans (including 401(k) and SIMPLE IRA arrangements), charitable organizations, and business entities. The firm offers discretionary and limited non‑discretionary portfolio management, retirement plan advisory services, and financial planning provided either as part of an ongoing advisory relationship or as standalone engagements billed on a flat‑fee basis.
The firm describes an investment approach built on strategic asset allocation with tactical adjustments, implementing portfolios with mutual funds, ETFs, and client‑specific sleeves of individual equity and fixed‑income securities rather than strict model portfolios. Four Pillars also selects and oversees unaffiliated third‑party managers—particularly for direct indexing and tax‑loss harvesting—conducts manager due diligence, and discloses it receives no compensation from those managers.
Noteworthy aspects relative to peers include its intention to provide ERISA 3(21) retirement plan fiduciary services and to offer standalone flat‑fee planning and separately negotiated arrangements for institutional clients—services that are less common among newly formed advisers. The brochure also discloses that the firm had not commenced advisory operations or managed client assets as of the filing date, requires managed accounts to be held with a recommended single qualified custodian, does not accept commissions or performance‑based fees, and does not serve as a private‑fund adviser.
Client services
Expertise
Fee options
Flat fees for standalone financial planning and consulting services starting at $2,500, negotiated individually
$0 - $2,000,000: 1.00% $2,000,001 - $5,000,000: 0.85% $5,000,001 - $10,000,000: 0.70% $10,000,001 - $25,000,000: 0.55% $25,000,001+: 0.45%
Minimum fee: Minimum annual fee of $2,000, may be waived or reduced at Firm's discretion Fee-only: Flat fees for standalone financial planning and consulting services starting at $2,500, negotiated individually
Main office
2440 North Tamiami Trail
Nokomis FL 34275
Advisors at this office
5
Most active in
Florida
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Thomas H
Series 65
Nokomis, FL
Four Pillars Financial Planning Group, LLC
Thomas Hanks is a financial advisor at Four Pillars Financial Planning Group, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Raymond James Financial Services Advisors, Inc., along with several CPA firms. He serves as Chair of the Board for the nonprofit Village on the Isle. Four Pillars Financial Planning Group is an SEC-registered adviser that serves individuals, trusts, estates, retirement plans, charitable organizations, and business entities. The firm offers discretionary and limited non-discretionary portfolio management, retirement plan advisory services, and financial planning utilizing strategic asset allocation combined with tactical adjustments.
Ryan H
CFP®, Series 66, Series 63
Nokomis, FL
Four Pillars Financial Planning Group, LLC
Ryan Henderson is a CFP® professional with 20 years of industry experience. He is currently with Four Pillars Financial Planning Group, LLC and has held prior roles at Raymond James Financial Services, Fidelity, Creative Planning, and Ameriprise, among others. Four Pillars Financial Planning Group is an SEC-registered adviser serving individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and business entities. The firm focuses on strategic asset allocation with tactical adjustments, using a combination of mutual funds, ETFs, individual securities, and third-party managers for portfolio management and retirement plan advisory services.
Jared B
CFP®, Series 65
Nokomis, FL
Four Pillars Financial Planning Group, LLC
Jared Bailey is a CFP® with three years of industry experience, currently affiliated with Four Pillars Financial Planning Group, LLC. His prior work includes a position with Raymond James Financial Services Advisors and roles at Barnes & Noble College and Bentley University. Four Pillars Financial Planning Group is a newly formed SEC-registered investment adviser that serves individuals, trusts and estates, retirement plans, charitable organizations, and business entities. The firm employs a strategic asset allocation approach with tactical adjustments, offering discretionary and limited non-discretionary portfolio management alongside financial planning services.
John K
Series 66, Series 65
Nokomis, FL
Four Pillars Financial Planning Group, LLC
John Knott Jr. is a financial advisor at Four Pillars Financial Planning Group, LLC with seven years of industry experience. He holds Series 65 and Series 66 credentials and previously worked at Raymond James Financial Services Advisors and R. J. Reynolds Tobacco Co. He has been with Four Pillars Financial Planning Group since 2022. Four Pillars Financial Planning Group is an SEC-registered investment adviser serving individuals, trusts, estates, retirement plans, charitable organizations, and businesses. The firm uses a strategic asset allocation approach with tactical adjustments, employing mutual funds, ETFs, and client-specific equity and fixed-income securities, and provides discretionary and limited non-discretionary portfolio management along with retirement plan advisory and flat-fee financial planning services.
Joshua G
CFA®, Series 65, Series 66
Nokomis, FL
Four Pillars Financial Planning Group, LLC
Joshua Grubbs is a CFA® charterholder with three years of industry experience. He is currently with Four Pillars Financial Planning Group, LLC and previously worked at Raymond James Financial Services Advisors, Inc., Balentine, LCG Associates, and WoodMark Capital Advisors. He also spent five years at Rollins College. Four Pillars Financial Planning Group serves individuals, trusts and estates, retirement plans, charitable organizations, and business entities, offering discretionary and limited non-discretionary portfolio management along with financial planning. The firm employs a strategic asset allocation investment approach with tactical adjustments, using mutual funds, ETFs, and client-specific sleeves of individual securities, and provides ERISA 3(21) retirement plan fiduciary services and flat-fee planning arrangements.
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