PILLAR FINANCIAL PLANNING

PILLAR FINANCIAL PLANNING is an SEC-registered investment adviser (CRD 335717). Regulatory assets under management: $736K.

Registration

• CRD: 335717
• Type: Registered investment adviser
• Phone: 401-206-4586
• Latest filing: 2026-06-04
• Regulatory AUM: $736K
• Discretionary AUM: $736K
• Clients: 1
• Accounts: 15

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 335717 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search