A complete list of active advisors currently associated with Pillar Financial Planning

Warmer can help you find a great advisor at Pillar Financial Planning or one who fits your needs even better.

Pillar Financial Planning is a fee‑only, fiduciary registered investment adviser that offers financial planning and discretionary investment management to individuals (including high‑net‑worth households) and small businesses. The firm describes three planning options—Core (hourly), Concierge (fixed initial and ongoing fees), and Limited‑Scope—and states it does not require a minimum investable‑asset threshold for clients. The firm’s investment approach relies on Modern Portfolio Theory and predominantly long‑term, passive buy‑and‑hold portfolios composed mainly of mutual funds and exchange‑traded funds, with quarterly reviews and discretionary rebalancing. Financial planning is tailored to each client’s situation and, for clients who engage investment management, Concierge planning services are included as part of the agreement. Distinctive operational and fee features disclosed in the brochure include householding of related accounts and a $12,000 annual advisory fee cap for a defined “Primary Household,” which can affect how fees are applied across family accounts. The brochure also notes a stated specialization in working with young physicians and business owners and discloses that the firm’s principal spends significant time providing employer‑sponsored financial coaching through a third‑party wellbeing platform, an outside activity the firm identifies for clients.

To learn more about the advisors currently working at Pillar Financial Planning, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.