Pillar6 Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$93,141,971
Clients
122
Advisors
1
of 2 employees
About
Pillar6 Advisors, LLC provides investment supervisory services and comprehensive financial planning to individuals (including high‑net‑worth clients), pension and profit‑sharing plans, and business entities. The firm prepares an Investment Policy Statement for each client and manages portfolios that may include stocks, ETFs, mutual funds and alternative investments.
The firm uses both fundamental and technical analysis to construct client‑specific asset allocations, documents risk tolerance in each client’s IPS, and manages accounts on a discretionary or non‑discretionary basis. Pillar6 may engage subadvisers to assist with investment selection and back‑office operations and delivers regular performance reporting through custodians such as Charles Schwab and Betterment.
Pillar6’s principal is a licensed insurance agent and discloses that it may offer commissionable insurance products to clients, a practice the firm notes can create conflicts of interest. The firm also participates in the Betterment Institutional platform (receiving publications, educational conferences and practice‑management support), may refer clients to third‑party advisers such as World Equity Group, and serves pension/profit‑sharing plan clients — relationships and service channels that are less common among similar advisers.
Client services
Expertise
Fee options
Fixed financial planning fees between $6,500 and $30,000
$0 - $1,000,000: 1.25% $1,000,000 - $3,000,000: 1.00% $3,000,000 - $5,000,000: 0.80% $5,000,000 - $10,000,000: 0.70% $10,000,000+: 0.60%
Commission from insurance products sold by licensed insurance agent
Hourly financial planning fees between $150 and $475
Account minimum: $500,000 (may be waived) Minimum fee: Minimum quarterly fee of $750.00 Fee-only: Financial planning fixed fees between $6,500 and $30,000; hourly fees between $150 and $475
Main office
1160 Battery Street, Suite 100, East Building
San Francisco CA 94111
Advisors at this office
1
Most active in
California
Also doing business as
Pillar 6 Advisors, LLC · Pillar6 Advisors, 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 active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
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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.
Forms ADV
Quick links
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