Pile Wealth Management

RJP Investment Advisors, LLP d/b/a Pile Wealth Management is a registered investment adviser founded in 2001 and owned by RJ Pile, LLC d/b/a Pile CPAs. The firm offers discretionary investment management services, financial planning, and may recommend third-party advisers like Focus Partners Advisor Solutions, LLC. They act as fiduciaries for retirement accounts, charging fees based on assets under management. The fee schedule is tiered, starting at 1.00% for the first $1,000,000. Clients include individuals, high-net-worth individuals, and charitable organizations, with no minimum account value required. The firm follows Modern Portfolio Theory and discloses risks associated with various investments. There are no material changes or disciplinary events. Adviser does not accept performance-based fees, engages in side-by-side management, or compensates for client referrals. They recommend Charles Schwab & Co., Inc. as the custodial broker-dealer and do not accept custody of client funds. Clients receive quarterly account statements and have the option for electronic delivery. Adviser accepts discretionary trading authority with client limitations. They do not vote client securities and have a sound financial condition. For more information, visit https://pilewealth.com/.