Pile Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Pile Wealth Management provides discretionary investment management, financial planning, and the selection or oversight of third‑party advisers to individuals, high‑net‑worth clients, charitable organizations, and other businesses. The firm manages approximately $188.7 million for a compact client base and implements advisory relationships under written agreements and asset‑based fee schedules.
The firm follows a risk‑based approach grounded in Modern Portfolio Theory, implementing diversified portfolios across no‑load mutual funds, ETFs, individual stocks, corporate and government fixed income, certificates of deposit, and REITs while generally exercising discretionary trading authority. Reviews are conducted at least semiannually, and the firm states that outstanding margin balances are included in assets under management — indicating it may permit borrowing in client accounts, a practice less common among peer team firms.
Pile Wealth Management is principally owned by Pile CPAs, an affiliated accounting firm, which creates the potential for cross‑referrals; the brochure discloses this conflict and informs clients they are under no obligation to use the accounting services. The firm also commonly recommends Focus Partners Advisor Solutions as a third‑party adviser and uses a custodian platform (Schwab) for client accounts, noting certain third‑party service fees are paid by the adviser rather than billed directly to clients.
Client services
Expertise
Fee options
$0 - $1,000,000: 1.00% $1,000,000 - $2,000,000: 0.70% $2,000,000 - $3,000,000: 0.50% $3,000,000 - $5,000,000: 0.40% $5,000,000+: 0.35% $0 - $40,000,000: 0.20% $40,000,000+: 0.05%
Minimum fee: Standard schedule minimum annual fee of $5,000 per year; Institutional schedule minimum annual fee of $25,000 Fee-only: Fees are negotiable; clients generally pay fees based on assets under management with minimum annual fees as stated.
Main office
One Indiana Square, Suite 1200
Indianapolis IN 46204
Advisors at this office
4
Most active in
Indiana · Texas
Also doing business as
Pile Wealth Management · Rjp Investment Advisors, Llp
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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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
Neal C
PFS™, Series 65
Indianapolis, IN
Pile Wealth Management
Neal Clements is a financial advisor at Pile Wealth Management in Indianapolis, IN, holding the PFS™ designation and Series 65 license with 17 years of industry experience. He has been with RJP Investment Advisors, LLP d/b/a Pile Wealth Management since 2009 and previously worked at RJ Pile & Company, LLC d/b/a Pile CPAs for over 30 years. Pile Wealth Management provides discretionary investment management, financial planning, and oversight of third-party advisers to individuals, high-net-worth clients, charitable organizations, and businesses. The firm employs a risk-based approach grounded in Modern Portfolio Theory and manages a diverse range of assets while conducting regular portfolio reviews.
Michael W
PFS™, Series 65
Indianapolis, IN
Pile Wealth Management
Michael Winslow is a financial advisor with Pile Wealth Management in Indianapolis, holding the PFS™ designation and Series 65 license, and has 26 years of industry experience. He has been with the firm and its affiliated CPA company, RJ Pile & Company, since 1990, serving as a director at the CPA firm where he manages client relationships and leads strategic initiatives. Pile Wealth Management provides discretionary investment management and financial planning services to individuals, high-net-worth clients, charitable organizations, and businesses. The firm employs a risk-based investment approach grounded in Modern Portfolio Theory, utilizing a diversified mix of mutual funds, ETFs, stocks, bonds, and other securities.
Marc C
PFS™
Indianapolis, IN
Pile Wealth Management
Marc Caskey is a financial advisor at Pile Wealth Management with one year of industry experience. He holds the PFS™ designation and has prior experience as a partner at RJ Pile & Company, LLC, a public accounting and CPA firm, where he has worked since 2019. Pile Wealth Management provides discretionary investment management and financial planning services to individuals, high-net-worth clients, charitable organizations, and businesses. The firm employs a risk-based approach grounded in Modern Portfolio Theory and manages diversified portfolios with a focus on semiannual reviews and discretion in trading.
Jason P
PFS™, Series 65
Indianapolis, IN
Pile Wealth Management
Jason Phillips is a financial advisor at Pile Wealth Management with 14 years of industry experience. He holds the PFS™ and Series 65 designations. In addition to his advisory role, Phillips serves as a supervisor at RJ Pile & Company, LLC, a CPA firm where he has worked since 2004. Pile Wealth Management is a small team of four advisors serving individuals, high-net-worth clients, charitable organizations, and businesses. The firm offers discretionary investment management and financial planning, applying a risk-based approach grounded in Modern Portfolio Theory to align portfolios with client goals and risk tolerance.
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