PRICING

Pillar Wealth is a fiduciary and fee-only financial firm. We don't accept commissions, we don’t sell products, and as an independent firm, we’re set up to provide the best possible advice for your situation with no strings attached. 

Your financial situation is more complex than determining the percentage of stocks and bonds you should hold, and we’ve structured our pricing accordingly. We charge an annual fee based on the value of your personal net-worth.  If your net-worth increases, so does our fee. If your net-worth decreases, so does our fee. We're incentivized to help you grow your entire balance sheet, not just an account, which is why this approach serves our clients better. It's a genuine, holistic partnership with your best interests in mind.

FAQ’S:

Holistic wealth management is complex.
We’re here to help.

  • We intentionally limit the number of clients we work with to 111 so that we can care for our clients at the highest level. Our initial "Purpose" meeting is an opportunity for you to get to know us and for us to evaluate if you will be a good fit for Pillar. If we mutually agree to pursue the relationship, we'll schedule the "Initiate" meeting to gather and present the real info that we'll need to develop your plan. Finally, we'll sign an Advisory Agreement detailing the scope of our engagement, and "Launch" into partnership together.

  • Maybe. It depends where the majority of your assets within your net-worth are held. We're confident in the fee that we charge our clients, and we seek to eliminate as many conflicts of interest as possible with transparency and honesty. We're structured and compensated to provide consistent and wise financial counsel - not to sell products. As holistic financial partners, we're all in on your net-worth: as your assets grow, we grow with you. In seasons where your assets fall, our fees drop too.

  • We are committed to providing actionable financial guidance, regardless of your financial situation. We offer single-session financial consultations for a fee of $753. Contact us to learn more.