Ben
Allison

Pillar Financial Advisors, LLC

CRD#2867393
Investment Advisor
in Louisville, KY

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About this Advisor

Ben Allison is a chartered financial analyst operating out of Louisville, Kentucky with a total of 10 years of relevant experience. Allison is currently employed by Pillar Financial Advisors, LLC. They have worked at Pillar Financial Advisors, Llc for the entirety of their career. Allison has a Series 65 license, certifying them as an investment advisor representative, and is registered to serve investors in Kentucky. Pillar Financial Advisors, LLC is a registered investment business based out of Louisville, KY. The company has just five advisors. It has $229 million in assets across its 656 customer accounts, placing it among the mid-sized financial advisory firms in the country by assets under management. Of its 656 client accounts, 31% belong to high-net-worth individuals who have greater than $1 million in investable assets. Pillar Financial Advisors, LLC has a set of services, such as financial planning services, portfolio management for individuals and small businesses and educational seminars. A financial advisor's fees largely are based on which services are offered. However, fee types charged by Pillar Financial Advisors, LLC likely are comprised of some blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65, Chartered Financial Analyst

Years Registered*

10 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, 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

$229,091,820

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

5

KY Average: 35
Total Number of Accounts

656

KY Average: 1,296
Average Account Size

$349,225

KY Average: $732,810

Investment Advisory Services

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

Ben Allison Work History

Ben has been registered as a financial advisor for 10 years.*

2013 - Present (11 years)

Pillar Financial Advisors

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

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
Tom Walsh
Louisville, KY
Gregory Curry
Louisville, KY

The content in this profile was updated by SmartAsset on 4/16/2023. 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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