TrueAdvisor
TrueAdvisor
WP
CFP
WP
CFP

Walter Pachniuk

Trustmont Advisory Group, INC.
41 Years of Experience
Newtown, CT
BrokerSells Insurance
View SEC Summary
View SEC Summary

Walter Pachniuk is a CFP-designated registered investment advisor at Trustmont Advisory Group, INC., based in Newtown, CT, with 41 years of industry experience. Walter is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Education Planning, Estate Planning, High Net Worth, and 4 more. Their firm serves 4,322 clients with $1.4B in assets under management.

Trustmont Advisory Group, INC.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
65 advisors
Number of Clients
4,322 clients
Average Client Portfolio
$323K average
Assets Under Management
$1.4B

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Maximum annual fee is 2% of assets managed. Fees may vary depending on the specific advisor chosen.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

The Advisers Trust, LLC, 30 Main Street, Newtown, CT, 06470

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 ActivitiesSells Insurance

Walter is the owner and CFP of Advisers Trust Wealth Management, dedicating nearly full-time hours to this role. He is also an insurance agent selling health, long-term care, and life insurance, and spends minimal time introducing and reviewing client documents for Advisers Trust Tax and Estate Planning.

Employment History
Current Registrations
Trustmont Advisory Group, INC.
July 2008 - Present · 18 yrs 3 mos
Trustmont Financial Group, INC.Broker
January 2005 - Present · 21 yrs 9 mos
Previous Registrations
Advisorsone,llc
May 2001 - January 2005 · 3 yrs 8 mos
Nutmeg Securities, LTD.Broker
April 2001 - January 2005 · 3 yrs 9 mos
Nutmeg Securities, LTD.Broker
March 2001 - March 2001 · 0 mos
Investacorp, INC.Broker
August 1989 - April 2001 · 11 yrs 8 mos
Integrated Resources Equity CorporationBroker
November 1986 - August 1989 · 2 yrs 9 mos
Brean Murray, Foster Securities, INC.Broker
June 1986 - October 1986 · 4 mos
East Coast Securities Group, INC.Broker
June 1986 - July 1986 · 1 mo
First United Fund,ltd.Broker
June 1985 - August 1986 · 1 yr 2 mos
State Registrations28 states
AZCACOCTDEFLGAILKSMAMDMEMONCNHNJNMNYOHORPARISCTNVAVTWAWI
AdvisorBrokerBoth

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.
More Advisors
More financial advisors in Newtown, CT →All financial advisors in Connecticut →