Pillar Financial Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Pillar Financial Advisors serves individuals, trusts, estates and business entities, including both individual and high‑net‑worth clients. The firm offers integrated wealth management that combines portfolio management with ongoing wealth planning and also handles retirement plan rollovers and limited standalone portfolio management.
Its investment approach emphasizes long‑term, primarily passive strategies implemented with ETFs and mutual funds, with attention to asset allocation and tax‑efficient asset location. Advisors manage client accounts on a discretionary basis under individualized Investment Policy Statements and construct a Wealth Management Strategy that is reviewed periodically while coordinating with clients’ other professional advisors.
What distinguishes the firm is a recent change of ownership: Pillar was acquired by a larger registered advisor and is in the process of transitioning client advisory arrangements, an uncommon operational development for a firm of this size. The firm also gives clients a choice between fee arrangement types, typically uses adviser‑only fund vehicles (e.g., certain Dimensional funds) that may be difficult to access if the advisory relationship ends, and has operational practices—such as collecting credentials for accounts held away—that trigger annual surprise custody examinations.
Client services
Expertise
Fee options
One-time flat fee for initial Wealth Management Strategy (minimum $2,500, may be higher depending on complexity); ongoing flat retainer fee based in part on investment portfolio value, minimum $20,000 annually, payable quarterly in advance
$0 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.75% $3,000,001 - $5,000,000: 0.50% $5,000,001 - $10,000,000: 0.25% $10,000,001+: 0.10%
Account minimum: $500,000 Minimum fee: Initial Wealth Management Strategy (WMS) flat fee usually minimum $2,500; ongoing flat retainer fee minimum $20,000 annually Fee-only: Clients choose either a flat retainer fee (minimum $20,000 annually) or asset-based percentage fee; flat fee payable quarterly in advance, asset-based fee payable quarterly in arrears
Main office
3046 Breckenridge Lane, Suite 104
Louisville KY 40220
Advisors at this office
4
Most active in
California · Georgia · Indiana · Kentucky · Texas
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
Ben A
CFA®, Series 65
Louisville, KY
Pillar Financial Advisors, LLC
Ben Allison Jr. is a CFA® charterholder with 13 years of industry experience, currently with Pillar Financial Advisors, LLC in Louisville, KY. He has been with Pillar Financial Advisors since 2013 and previously worked at Mercer Global Advisors Inc. Mr. Allison is also a member of Currypowder Holdings LLC, a non-investment entity that owns Pillar Financial Advisors' business location. Pillar Financial Advisors serves individuals, trusts, estates, and business entities, offering integrated wealth management that includes portfolio management and wealth planning. The firm emphasizes long-term, primarily passive investment strategies using ETFs and mutual funds, with an approach focused on asset allocation and tax-efficient asset location.
Marlene M
CFP®, Series 65
Louisville, KY
Pillar Financial Advisors, LLC
Marlene Men is a CFP® and Series 65-licensed financial advisor with two years of industry experience. She is currently affiliated with Pillar Financial Advisors, LLC and has previously held roles at Mercer Global Advisors Inc., JPMorgan Chase, and Dennis L. Thomas, PLLC, among others. Pillar Financial Advisors serves individuals, trusts, estates, and business entities, including high-net-worth clients, offering integrated wealth management that combines portfolio management with ongoing wealth planning. The firm emphasizes long-term, primarily passive investment strategies implemented with ETFs and mutual funds, managing client accounts on a discretionary basis under individualized Investment Policy Statements.
Gregory C
CFA®, PFS™, Series 65
Louisville, KY
Pillar Financial Advisors, LLC
Gregory Curry is a CFA® and PFS™-designated financial advisor with 28 years of industry experience. He has been with Pillar Financial Advisors, LLC since 1997 and worked at Mercer Global Advisors Inc. beginning in 2026. Mr. Curry is also a member of Currypowder Holdings LLC, which owns Pillar Financial Advisors' business location. Pillar Financial Advisors serves individuals, trusts, estates, and business entities, including high-net-worth clients. The firm provides integrated wealth management with a focus on long-term, primarily passive investment strategies implemented through ETFs and mutual funds, and manages client accounts on a discretionary basis under individualized Investment Policy Statements.
Thomas W
CFA®
Louisville, KY
Pillar Financial Advisors, LLC
Thomas Walsh is a CFA® charterholder with 16 years of industry experience. He has worked at Mercer Global Advisors Inc., Pillar Financial Advisors, LLC, and Cashel Financial Advisors, LLC. Pillar Financial Advisors serves individuals, trusts, estates, and business entities, including high-net-worth clients. The firm uses a long-term, primarily passive investment approach focused on ETFs and mutual funds, combining portfolio management with ongoing wealth planning.
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