Two Pillars Asset Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$4,210,066
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
28
11% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
28
HighAverage account size
$150,360
About
Two Pillars Asset Management provides discretionary asset management and financial planning to individuals, high‑net‑worth clients, ERISA retirement plans, and charitable organizations. The firm’s service menu in the brochure includes portfolio management (including fee‑based annuity and variable‑life contract management), sub‑advisory and co‑advisor arrangements, model‑portfolio licensing to other advisers, estate planning support, and consulting for retirement plans.
The firm describes an investment process that combines quantitative and fundamental analysis, modern‑portfolio concepts, and long‑term strategies with faith‑based screening to align investments with client values. Two Pillars also integrates tax, estate, and risk‑management coordination with outside professionals, performs quarterly portfolio reviews and rebalancing, and uses co‑advisor and third‑party manager relationships for specialized mandates.
Noteworthy aspects, relative to many peers, include explicit work with charitable organizations and an ERISA pension consulting offering as a limited‑scope 3(21) fiduciary, both of which are uncommon for independent firms of this size. The brochure also emphasizes model‑portfolio (MPP) signal‑licensing to RIAs/TAMPs, formal co‑advisor relationships with third‑party managers, and advisor credentials focused on faith‑based and national‑security‑oriented investing, which together distinguish the firm’s service mix.
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Assets held away, sub advisory services, model portfolio provider services
Assets held away, sub advisory services, model portfolio provider services
Expertise
ESG / Sustainable investing
Annuities
Fee options
Financial planning fixed fees between $1,600 and $3,600; ongoing consulting programs $3,000-$3,500/month; basic estate planning fees $1,500-$3,500
$0 - $999,999: 1.85% $1,000,000 - $3,999,999: 1.65% $4,000,000 - $6,999,999: 1.45% $7,000,000 - $9,999,999: 1.25% Over $10,000,000+: 1.05%
Financial planning services offered at $400 per hour
Account minimum: $300,000 minimum (with discretion to waive or lower) Minimum fee: ERISA Plan Services: higher of $2,000 flat fee or 1% of plan assets Fee-only: Financial planning hourly fee $400/hour; fixed fees $1,600-$3,600; ongoing fixed fee programs $3,000-$3,500/month; basic estate planning $1,500-$3,500 flat fee
Main office location
Two Pillars Asset Management
2591 Dallas Parkway, Suite 300
Frisco TX 75034, United States
Number of offices
1
Most active in
Two Pillars Asset Management has reported serving >5 clients in these states in the last 12 months.
Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
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.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
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.
-
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
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