RIA IntelAdvisersMissouriPILLAR FINANCIAL PLANNING LLC

PILLAR FINANCIAL PLANNING LLC

Advisory

MO

Data as of Jun 4, 2026 · Source: SEC Form ADV

Average account
$49K
across 15 accounts
AUM per adviser
$736K
1 adviser

Source: SEC Form ADV. Figures as filed Jun 4, 2026.

Total AUM
$736K
Discretionary %
100%
Clients
14
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$736K
Discretionary AUM$736K
Non-Discretionary AUM$0
Discretionary %100%
Total Clients14
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InLA, MO
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in MO

Closest by assets under management. All figures from Form ADV.

ECLIPSE CAPITAL MANAGEMENT, INC.
ST. LOUIS, MO
$684K
-91.0% 1Y
CHARLES CAPITAL LLC
$847K
SIMPLESAVE, LLC
KANSAS CITY, MO
$596K
PORTFOLIO GUIDE LLC
$900K
CHICKEN LITTLE FUND GROUP, INC.
ST. LOUIS, MO
$500K
+152.5% 1Y
COFFMAN WEALTH ADVISORS, LLC
POPLAR BLUFF, MO
$477K

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