WM
WM

Wyatt Mccullough

3 Years of Experience
Franklin, IN

Wyatt Mccullough is a registered investment advisor at Pillar Wealth LLC, based in Franklin, IN, with 3 years of industry experience. Wyatt operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching. Their firm serves 19 clients with $2.3M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
19 clients
Average Client Portfolio
$123K average
Assets Under Management
$2.3M

Fee Structure

Minimum Investment:$2.3M
Investment management only (planning not offered)

Pillar Wealth does not offer investment management as a standalone service. Investment management is only offered as part of their wealth management services, which are based on a client's net worth. The minimum net worth to become a client is $2.28 million, which equates to a minimum annual fee of $11,400.

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Location

197 E. Jefferson St., Suite 2, Franklin, IN, 46131

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Pillar Wealth LLC
October 2022 - Present · 3 yrs 7 mos
State Registrations1 state
IN
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Wyatt Mccullough - Financial Advisor | TrueAdvisor