William Johnston
William Johnston is a registered investment advisor at Trustmont Advisory Group, INC., based in Bethel Park, PA, with 43 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 3,945 clients with $1.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fee Estimator
Location
Bethel Park, PA
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
December 2014Other Business ActivitiesSells Insurance
William is involved with Johnston Financial Services, providing health and life insurance and tax preparation services. This requires a few hours per week.
Employment History
Current Registrations
Trustmont Advisory Group, INC.
Trustmont Financial Group, INC.
Trustmont Financial Group, INC.Broker
Previous Registrations
Harvest Financial CorporationBroker
Thomson Mckinnon Securities INC.Broker
Butcher & Singer INC.Broker
Financial Estate PlanningBroker
State Registrations4 states
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.