Steven Hagofsky
Steven Hagofsky is a registered investment advisor at Trustmont Advisory Group, INC., based in Greensburg, PA, with 41 years of industry experience. Steven 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
Scenic Drive Professional Center, 200 Brush Run Road, Suite A, Greensburg, PA, 15601
Get directionsHistory
Regulatory History
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 ActivitiesSells Insurance
Steven operates "Steven M. Hagofsky Financial Services" and sells accident & health, disability, life insurance, fixed annuities, and long-term care products, dedicating about 10-20% of his time. He also owns Hagofsky Farms, producing sweet corn, and is a landowner with natural gas and solar energy leases.
Employment History
Current Registrations
Trustmont Advisory Group, INC.
Trustmont Financial Group, INC.
Trustmont Financial Group, INC.Broker
Previous Registrations
Legacy Advisory Services, INC.
Legacy Financial Services, INC.Broker
Allegheny Investments, LTD.Broker
Wma Securities, INC.Broker
Mariner Financial Services, INC.Broker
PFS Investments INC.Broker
State Registrations11 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.