Walter Pachniuk
Walter Pachniuk is a CFP-designated registered investment advisor at Trustmont Advisory Group, INC., based in Greensburg, PA, with 40 years of industry experience. Walter 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
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.
Trustmont Financial Group, INC.Broker
Previous Registrations
Advisorsone,llc
Nutmeg Securities, LTD.Broker
Nutmeg Securities, LTD.Broker
Investacorp, INC.Broker
Integrated Resources Equity CorporationBroker
Brean Murray, Foster Securities, INC.Broker
East Coast Securities Group, INC.Broker
First United Fund,ltd.Broker
State Registrations25 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.