KG
KG

Kevin Good

1 Year of Experience
Franklin, IN

Kevin Good is a registered investment advisor at Pillar Wealth LLC, based in Franklin, IN, with 1 years of industry experience. Kevin 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.

Loading...

Location

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

Get directions

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.

Learn about disclosures →
Other Business Activities

Kevin is the 100% owner of Blue Dot Group, a business management and administrative consulting firm. He also owns 50% of Blu Dot Property Group, LLC, a real estate company since 2010, and is self-employed as a real estate broker since 2019.

Employment History
Current Registrations
Pillar Wealth LLC
April 2024 - Present · 2 yrs 1 mo
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.