GT
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Gregory Trichtinger is a registered investment advisor at Wells Fargo Advisors, based in Sewickley, PA, with 27 years of industry experience. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,327,695 clients with $610B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
14703 advisors
IM Fee
Planning only
Assets Under Management
$606.0B
Fee Structure
Minimum Investment:$250K
- Cash Flow Analysis — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Education Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Retirement Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Risk Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Wealth Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Divorce Planning — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
- Special Needs Analysis — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
- Sports & Entertainment — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
- Business Owner Planning — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
The total fee per engagement can range up to $5,000 for clients with a net worth of $250,000 to $500,000, up to $12,500 for clients with a net worth over $500,000 to $1,000,000, and up to $25,000 for clients with a net worth over $1,000,000. Fees are subject to negotiation and may vary.
One-Time Plan:Up to $25,000
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Location
1606 Carmody Ct, Ste 401, Sewickley, PA, 15143
Get directionsHistory
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 →Employment History
Current Registrations
Wells Fargo Advisors
December 2019 - Present · 6 yrs 9 mos
Wells Fargo Clearing Services, LLC
October 2019 - Present · 6 yrs 11 mos
Wells Fargo Clearing Services, LLCBroker
October 2019 - Present · 6 yrs 11 mos
Previous Registrations
Nationwide Investment Services CorporationBroker
February 2019 - October 2019 · 8 mos
Nationwide Investment Advisors, LLC
February 2019 - October 2019 · 8 mos
PNC Investments
April 2012 - May 2017 · 5 yrs 1 mo
PNC InvestmentsBroker
February 2012 - May 2017 · 5 yrs 3 mos
Firstmerit Advisors, INC.
January 2010 - January 2011 · 1 yr
Firstmerit Financial Services, INCBroker
January 2010 - January 2011 · 1 yr
Invest Financial Corporation
February 2009 - January 2010 · 11 mos
Invest Financial CorporationBroker
February 2009 - January 2010 · 11 mos
The Huntington Investment CompanyBroker
February 2003 - June 2008 · 5 yrs 4 mos
Performance Funds Distributor, INC.Broker
April 2000 - October 2002 · 2 yrs 6 mos
Fifth Third Funds Distributor, INC.Broker
January 2000 - October 2002 · 2 yrs 9 mos
Evergreen Distributor, INC.Broker
January 2000 - August 2001 · 1 yr 7 mos
J.P. Morgan Fund Distributors, INC.Broker
January 2000 - August 2001 · 1 yr 7 mos
Bny Hamilton Distributors, INC.Broker
January 2000 - October 2002 · 2 yrs 9 mos
Ibj Funds Distributor, INC.Broker
January 2000 - August 2001 · 1 yr 7 mos
One Group Services Company (the)Broker
January 2000 - August 2001 · 1 yr 7 mos
Mentor Distributors, LLCBroker
January 2000 - August 2001 · 1 yr 7 mos
Cfd Fund Distributors, INC.Broker
January 2000 - August 2001 · 1 yr 7 mos
Concord Financial Group, INC.Broker
January 2000 - August 2001 · 1 yr 7 mos
Bisys Bd Services, INC.Broker
January 2000 - March 2001 · 1 yr 2 mos
Barr Rosenberg Funds Distributor, INC.Broker
January 2000 - October 2002 · 2 yrs 9 mos
Centura Funds Distributor, INC.Broker
September 1999 - October 2002 · 3 yrs 1 mo
Concord Financial Group, INC.Broker
March 1996 - December 1998 · 2 yrs 9 mos
Bisys Fund Services Limited PartnershipBroker
February 1996 - October 2002 · 6 yrs 8 mos
Westinghouse Securities CorporationBroker
May 1989 - November 1990 · 1 yr 6 mos
State Registrations1 state
PA
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.