Pillar Financial Advisors, LLC logo

Pillar Financial Advisors, LLC

Updated today

Client assets under management

$357,849,500

Clients

210

28% high-net-worth

Advisors

4

of 6 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

53

Typical

Average account size

$1,704,045

About

Pillar Financial Advisors is a team-based wealth management firm that serves individuals, high-net-worth clients, trusts, estates and business entities. It provides comprehensive wealth management services—portfolio management, ongoing wealth planning and coordination with other professional advisors—and manages client accounts on a discretionary basis.

The firm emphasizes long-term, asset-class oriented portfolios built primarily with low-cost ETFs and no-load mutual funds (including Dimensional Fund Advisors and Vanguard offerings), and incorporates tax-aware asset location into client-specific Investment Policy Statements. Investment management is delivered alongside a formal Wealth Management Strategy that is reviewed periodically and guides portfolio construction, rebalancing and other planning decisions.

Distinctive aspects include a policy of providing ongoing wealth planning only in conjunction with portfolio management and offering clients a choice between alternative fee arrangements rather than a single fee model. The advisory team combines CFA and CPA/PFS credentials within a small, four-advisor structure overseeing several hundred client relationships, and the firm discloses operational practices that may be uncommon—such as obtaining client login access for held-away accounts with independent surprise custody examinations and an employee referral/bonus policy that could present conflicts of interest.

Client services

Financial planning Portfolio management

Expertise

General retirement planning General tax planning Wealth management Passive / index investing Cash flow / budgeting

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Fee options

Fixed

One-time flat fee for initial Wealth Management Strategy (minimum $2,500)

Percentage

$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%

Other

Account minimum: $500,000 Minimum fee: Initial Wealth Management Strategy fee minimum $2,500; flat retainer fee minimum $20,000 annually Fee-only: Flat retainer fees ranging from $20,000 to $35,000 for portfolios $2,300,000 to $5,000,000; $30,000 or more for portfolios $5,000,000 or more

Main office location

Pillar Financial Advisors, LLC

3046 Breckenridge Lane, Suite 104

Louisville KY 40220, United States

Number of offices

2

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

Advisors at this firm

user avatar

Ben A

CFA®, Series 65

Louisville, KY

Pillar Financial Advisors, LLC

Ben Allison is a CFA® charterholder with 12 years of industry experience, currently serving as an advisor at Pillar Financial Advisors, LLC in Louisville, Kentucky. He has been with Pillar Financial Advisors since 2013. Outside of his advisory role, Mr. Allison is a member of Currypowder Holdings LLC, an entity that owns the firm's business location. Pillar Financial Advisors provides comprehensive wealth management to individuals, trusts, and estates, serving both high-net-worth and non-HNW clients. The firm emphasizes long-term, passive, and broadly diversified portfolios, primarily using mutual funds and ETFs, with a focus on tax-efficient asset location and individualized investment policy statements.

General retirement planning General tax planning Wealth management Passive / index investing Cash flow / budgeting
user avatar

Marlene M

Series 65

Louisville, KY

Pillar Financial Advisors, LLC

Marlene Men is a financial advisor at Pillar Financial Advisors, LLC in Louisville, KY, holding a Series 65 designation with two years of industry experience. Her prior work includes roles at JPMorgan Chase and Dennis L. Thomas, PLLC. Pillar Financial Advisors provides comprehensive wealth management to individuals, trusts, and estates, serving both high-net-worth and non-HNW clients. The firm emphasizes long-term, passive, and broadly diversified portfolios primarily using mutual funds and ETFs, with a focus on tax-efficient asset location and individualized investment policy statements.

General retirement planning General tax planning Wealth management Passive / index investing Cash flow / budgeting
user avatar

Gregory C

CFA®, PFS™, Series 65

Louisville, KY

Pillar Financial Advisors, LLC

Gregory Curry is a CFA® and PFS™ credentialed advisor with 28 years of industry experience. He has been with Pillar Financial Advisors, LLC in Louisville, KY since 1997. Outside of his advisory role, Mr. Curry is a member of Currypowder Holdings LLC, which owns the business location of Pillar Financial Advisors. Pillar Financial Advisors provides comprehensive wealth management to individuals, trusts, and estates, managing approximately $314 million in discretionary assets. The firm focuses on long-term, passive, and broadly diversified portfolios, integrating wealth planning with portfolio management and serving both high-net-worth and non‑HNW clients.

General retirement planning General tax planning Wealth management Passive / index investing Cash flow / budgeting
user avatar

Tom W

CFA®

Louisville, KY

Pillar Financial Advisors, LLC

Tom Walsh is a CFA charterholder with 16 years of industry experience. He is currently with Pillar Financial Advisors, LLC and has previously worked at Cashel Financial Advisors, LLC. Pillar Financial Advisors provides comprehensive wealth management to individuals, trusts, and estates, serving both high-net-worth and non-HNW clients. The firm emphasizes long-term, passive, and broadly diversified portfolios primarily using mutual funds and ETFs, with a focus on tax-efficient asset location and individualized investment policy statements.

General retirement planning General tax planning Wealth management Passive / index investing Cash flow / budgeting
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