Thomas Monahan
Thomas Monahan is a registered investment advisor at Trustmont Advisory Group, INC., based in Greensburg, PA, with 38 years of industry experience. Thomas 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 (4)
Financial
June 2024Customer Dispute
November 1998Customer Dispute
June 1998Customer Dispute
March 1992Other Business ActivitiesSells Insurance
Thomas is a California insurance agent offering various insurance products since 2008, dedicating minimal time to this activity. He also operates under the DBA "IT Family Office" for marketing purposes, taking about a quarter of his time, and owns PMI Management, a business and leadership coaching company, spending minimal time on it.
Employment History
Current Registrations
Trustmont Advisory Group, INC.
Trustmont Financial Group, INC.
Trustmont Financial Group, INC.Broker
Previous Registrations
Independent Financial Group, LLCBroker
Independent Financial Group, LLC
Eplanning Advisors INC
Eplanning Securities, INC.Broker
Cantella & CO., INC.
Cantella & CO., INC.Broker
Wells Fargo Investments, LLC
Wells Fargo Investments, LLCBroker
Wells Fargo Van Kasper, LLCBroker
First Union Securities, INC.Broker
Dean Witter Reynolds INC.Broker
Baraban Securities, INC.Broker
State Registrations3 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.