Pillar Wealth LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Pillar Wealth is a small advisory firm that serves individuals, high‑net‑worth families, and small businesses. The firm offers discretionary portfolio management alongside comprehensive, CFP‑board–aligned financial planning through its Personal CFO service, as well as standalone financial consultations and retirement plan consulting for sponsors and participants.
The Personal CFO engagement uses a net‑worth–based guidance model with ongoing discretionary management, at‑least‑quarterly reviews, and regular client collaboration; investment implementation can include optimization and factor‑based approaches, institutional share‑class mutual funds, ETFs, individual securities, third‑party managers, and pooled vehicles. Clients may also opt into a custodian‑offered tax‑loss harvesting tool; the firm discloses that some custodian program structures and revenue arrangements can create conflicts of interest that clients should consider.
What is distinctive about Pillar Wealth relative to many peers is its expanded service menu beyond typical wealth management: a separate Pillar Friends discretionary program designed for families or friends not suited for the full Personal CFO, and Foundations consulting for project‑based business, real estate, and financial strategy engagements. The firm also provides ERISA‑related retirement plan consulting and participant education, and it discloses operational and custodian relationships that can influence the choice of implementation vehicles.
Client services
Expertise
Occupation focus
Fee options
Financial Consulting Services: $753 per single consultation, negotiable
$0 - $5,000,000: 0.50% annually $5,000,000 - $10,000,000: 0.25% annually Above $10,000,000+: 0.10% annually
Account minimum: $2,280,000 Minimum fee: Minimum annual fee of $11,400 ($950/month) for Personal CFO services, waivable at firm's discretion
Main office
197 E. Jefferson St., Suite 2
Franklin IN 46131
Advisors at this office
3
Most active in
Indiana
Also doing business as
Loxley · Mccullough, Wyatt · Mccullough, Wyatt, Allan · Pillar Wealth LLC
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.
Forms ADV
Quick links
Advisors at this firm
Seth S
CFP®
Franklin, IN
Pillar Wealth LLC
Pillar Wealth serves as Personal CFO for high-performing business owners. Unlike the traditional solo advisor model, we take a team approach to managing your financial life. We optimize everything from: tax strategy, traditional investment management, real estate investing, business investing, business strategy, estate planning, insurance planning, charitable giving, and future planning. We're your ongoing thought partner, not someone you meet with once a year, so that we can keep everything working at the highest level.
Kevin G
Series 65
Franklin, IN
Pillar Wealth LLC
Kevin Good is a financial advisor at Pillar Wealth LLC with one year of industry experience. He holds a Series 65 designation and has been involved in business management and administrative consulting through his ownership of Blue Dot Group, Inc., as well as real estate brokerage activities. Pillar Wealth serves individuals, high-net-worth households, families, and small businesses with discretionary wealth management and comprehensive financial planning. The firm combines quantitative techniques, fundamental research, and tailored portfolio management to align with each client’s goals and risk tolerance.
Wyatt M
Series 65
Franklin, IN
Pillar Wealth LLC
Wyatt Mc Cullough is a financial advisor at Pillar Wealth LLC in Franklin, IN, holding a Series 65 designation and has four years of industry experience. His prior work includes roles at Process Alliance LLC and UBS Private Wealth Management. He is also currently a student at Franklin College. Pillar Wealth LLC serves individuals, high-net-worth families, and small businesses, offering discretionary portfolio management and CFP-board–aligned financial planning through its Personal CFO service, along with financial consultations and retirement plan consulting. The firm provides a range of investment options and distinct service programs tailored to clients’ diverse needs.
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