Pillar Wealth Advisors, LLC

Pillar Wealth Advisors, LLC (CRD# 159642) is a financial advisory firm headquartered in Wilmington, DE. They manage $83,513,130 in 406 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    84
    MILLION
  • Total Number of Accounts
    406
    ACCOUNTS
  • Average Account Value
    $205,697
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

DE, MD, PA

Financial Advisors at Pillar Wealth Advisors, LLC
Showing 1 - 5 of 5 top financial advisors.
1
Michael C. Bree
CRD#: 2061318
2751 Centerville Road, Suite 109, Little Falls Center Ii, Wilmington, DE 19808
96
Wealthminder
score

Michael Bree (CRD# 2061318) is an Investment Advisor Representative working at Pillar Wealth Advisors, LLC in Wilmington, DE and has over 27 years of experience in the finance industry. Michael Bree has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Richard C. Clark
CRD#: 5021472
2751 Centerville Road, Suite 109, Little Falls Center Ii, Wilmington, DE 19808
96
Wealthminder
score

Richard Clark (CRD# 5021472) is an Investment Advisor Representative working at Pillar Wealth Advisors, LLC in Wilmington, DE and has over 12 years of experience in the finance industry. Richard Clark has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Michael J. Briglia
CRD#: 6052098
Little Falls Centre Ii, 2751 Centerville Road, Suite 109, Wilmington, DE 19808
93
Wealthminder
score

Michael Briglia (CRD# 6052098) is an Investment Advisor Representative working at Pillar Wealth Advisors, LLC in Wilmington, DE and has over 6 years of experience in the finance industry.

4
Brian E. Good
CRD#: 4669938
134 York Road, Warminster, PA 18974
93
Wealthminder
score

Brian Good (CRD# 4669938) is an Investment Advisor Representative working at Pillar Wealth Advisors, LLC in Warminster, PA and has over 14 years of experience in the finance industry.

5
Kyle A. Bain
CRD#: 6297369
Little Falls Centre Ii, 2751 Centerville Road, Suite 109, Wilmington, DE 19808
89
Wealthminder
score

Kyle Bain (CRD# 6297369) is an Investment Advisor Representative working at Pillar Wealth Advisors, LLC in Wilmington, DE and has over 3 years of experience in the finance industry.

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Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.