Four Pillars Financial Planning Group, LLC
Firm details
- Headquarters
- Nokomis, Florida
- CRD number
- 343979
- Registered since
- October 16, 2026
- Fee structure
- Percentage of AUM, Fixed Fees
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Four Pillars Financial Planning Group, LLC is a newly formed, individual-owned limited liability company that provides fee-based financial planning and portfolio management. The firm is registered with the SEC; its registration year is 2026. Its advisory offerings include comprehensive financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, selection of other advisers, and pension consulting services. The firm charges either a percentage of assets under management or fixed fees and identifies itself as a capital allocator. The firm is not an active ESG investor and is not flagged as a multi-state adviser. Although pension consulting services appear among its stated activities, the firm’s record indicates it is not designated as a registered pension consultant. FINTRX classifies Four Pillars as unclassified.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Location
Nokomis, FL
Sarasota
Location
Nokomis, FL
Headquartered in Nokomis, FL, anchoring the North Port-Sarasota, FL metro in the South.
- Metro area
- North Port-Sarasota, FL
- Region
- South
- County
- Sarasota
- Address
- 2440 Tamiami Trl N
- Time zone
- ET (UTC-5)
- Office locations
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