Ben
Allison

Pillar Financial Advisors, LLC

CRD#2867393
Investment Advisor
in Louisville, KY

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About this Advisor

Ben Allison is a financial advisor based in Louisville, Kentucky, working with Pillar Financial Advisors, LLC. Ben has previously held a position at Pillar Financial Advisors. Ben has passed the Series 65 regulatory exam and is registered to provide services in Kentucky. Currently, Ben is part of Pillar Financial Advisors, LLC, which operates out of Louisville, Kentucky. The firm has 1 office and 6 employees. The firm manages assets totaling $293.8 million and serves high-net-worth clients. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Pillar Financial Advisors, LLC includes asset-based and fixed fees.

Certifications and Registrations

Series 65, Chartered Financial Analyst

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

3046 Breckenridge Lane Suite 104
Louisville, KY 40220

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Pillar Financial Advisors, LLC Brokerage Details

Total Assets Under Management

$293,750,677

KY Average: $949,722,027
Total Number of Employees

6

KY Average: 35
Total Number of Accounts

701

KY Average: 1,296
Average Account Size

$419,045

KY Average: $732,810

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Ben Allison Work History

2013 - Present (11 years)

Pillar Financial Advisors

Disclosures

Please visit the SEC profile of Ben Allison to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Pillar Financial Advisors, LLC

Ben Allison
Louisville, KY
Marlene Men
Louisville, KY
Tom Walsh
Louisville, KY
Gregory Curry
Louisville, KY

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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