TrueAdvisor
TrueAdvisor
DB
ChFC
DB
ChFC

Donald Barzak

Trustmont Advisory Group, INC.
36 Years of Experience
Cortland, OH
BrokerSells Insurance
View SEC Summary
View SEC Summary

Donald Barzak is a ChFC-designated registered investment advisor at Trustmont Advisory Group, INC., based in Cortland, OH, with 36 years of industry experience. Donald 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

3008 State Route 5, Unit D, Cortland, OH, 44410

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

Donald operates The Barzak Agency, selling various insurance products including accident & health, disability, life insurance, fixed annuities, and property & casualty insurance. He also does tax preparation, owns commercial rental properties, and umpires softball and baseball games.

Employment History
Current Registrations
Trustmont Advisory Group, INC.
April 2016 - Present · 10 yrs 6 mos
Trustmont Financial Group, INC.Broker
August 2009 - Present · 17 yrs 2 mos
Previous Registrations
Waterstone Financial Group, INC.
February 2006 - August 2009 · 3 yrs 6 mos
Waterstone Financial Group, INC.Broker
May 2005 - August 2009 · 4 yrs 3 mos
The (wilson) Williams Financial GroupBroker
January 2005 - May 2005 · 4 mos
Pro-Integrity Securities, INC.Broker
August 2004 - December 2004 · 4 mos
Hackett Associates, INC.Broker
August 1995 - August 2004 · 9 yrs
Metlife Securities INC.Broker
April 1989 - July 1995 · 6 yrs 3 mos
Metropolitan Life Insurance CompanyBroker
April 1989 - July 1995 · 6 yrs 3 mos
State Registrations12 states
CAFLGAIANCOHPASCVAWAWIWV
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 Cortland, OH →All financial advisors in Ohio →