Stone Pillars Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Stone Pillars Wealth Management serves individuals, trusts, estates, charitable organizations, and business entities, working with both high-net-worth and non-high-net-worth clients. The firm provides fee-based discretionary portfolio management and comprehensive financial planning, and also offers standalone planning engagements for clients who do not maintain managed accounts.
The firm employs a tactical allocation approach informed by fundamental and cyclical analysis and uses both long- and short-term strategies to adjust risk and allocations. Portfolios may include a broad mix of instruments — public equities and fixed income, mutual funds, options-based and hybrid structured products, private offerings and private equity co-investments — and the adviser also manages held-away employer plan accounts via a third-party platform to monitor, rebalance and implement its strategies.
Noteworthy features include the principal’s exit-planning credential and business-owner experience, which the firm cites when advising business-owner clients on transition and succession matters. Uncommon for a firm of this size, Stone Pillars explicitly employs structured notes, options-related strategies and private co-investments in client solutions and uses a held-away asset platform where the adviser absorbs the platform’s administrative charge rather than passing it directly to clients.
Client services
Expertise
Occupation focus
Fee options
$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+: 0.25%
Financial planning hourly fee $300 per hour (may be negotiated)
Annual recurring financial planning services billed $416.66 per month ($5,000 minimum annually)
Account minimum: $250,000 Minimum fee: Minimum financial planning fee of $5,000 Fee-only: Hourly financial planning fee: $300 per hour; minimum fee $5,000
Main office
202 Fifth Avenue South
Franklin TN 37064
Advisors at this office
3
Most active in
Tennessee · Texas · Wisconsin
Also doing business as
Stone Pillars Wealth Management · Stone Pillars Wealth Management, 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
Kaitlin J
Series 65
Franklin, TN
Stone Pillars Wealth Management
Kaitlin Jordan is a financial advisor at Stone Pillars Wealth Management in Franklin, TN, holding a Series 65 designation with three years of industry experience. Prior to joining Stone Pillars, she worked at Walkner Condon Financial Advisors and has experience as an independent volleyball coach. Stone Pillars Wealth Management serves individuals, trusts, estates, charitable organizations, and business entities, offering fee-based discretionary portfolio management and comprehensive financial planning. The firm employs a tactical allocation approach using a broad mix of investment instruments and manages held-away employer plan accounts through a third-party platform.
Jonathon J
CFP®, Series 66
Franklin, TN
Stone Pillars Wealth Management
Jonathon Jordan is a financial advisor at Stone Pillars Wealth Management with 18 years of industry experience. He holds the CFP® and Series 66 designations. Prior to joining Stone Pillars, he worked at Merrill, Walkner Condon Financial Advisors, and Walkner Condon Tax Services. Outside of advising, he serves as a partner and business and finance advisor to a men’s health telemedicine company and a commercial construction contracting firm. Stone Pillars Wealth Management serves individuals, trusts, estates, charitable organizations, and business entities, providing fee-based discretionary portfolio management and comprehensive financial planning. The firm employs a tactical allocation approach using a broad mix of instruments, including public equities, options strategies, private offerings, and co-investments, and offers specialized services such as held-away employer plan management and business-owner transition advising.
Ryan R
Series 65
Franklin, TN
Stone Pillars Wealth Management
Ryan Redmond is an advisor at Stone Pillars Wealth Management with a Series 65 designation and one year of industry experience. Prior to joining Stone Pillars, he was employed at Vista Wealth Solutions and has worked as a pitching instructor and in the food service industry. Stone Pillars Wealth Management serves a diverse client base including individuals, trusts, estates, charitable organizations, and business entities, offering fee-based discretionary portfolio management and financial planning. The firm utilizes a tactical allocation approach with a broad range of investment instruments and specializes in business-owner transition and succession planning.
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