Kirk Allison
Kirk Allison is a registered investment advisor at Trustmont Advisory Group, INC., based in Greensburg, PA, with 31 years of industry experience. Kirk 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
Kirk operates as an insurance agent under AFS Wealth Management, selling various insurance products including accident/health, Medicare, long-term care, disability, life insurance, and fixed annuities. He also dedicates minimal time to farming, serving on multiple boards of directors as a volunteer.
Employment History
Current Registrations
Trustmont Advisory Group, INC.
Trustmont Financial Group, INC.Broker
Previous Registrations
Olde Economie Financial Consultants, LTD.Broker
Ing Financial Partners, INC.Broker
Locust Street Securities, INC.Broker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
State Registrations7 states
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