Paul Schaller
Paul Schaller is a registered investment advisor at Trustmont Advisory Group, INC., based in Greensburg, PA, with 31 years of industry experience. Paul 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 (10)
Financial
March 2023Judgment / Lien
April 2020Judgment / Lien
October 2018Judgment / Lien
April 2018Judgment / Lien
March 2018Judgment / Lien
February 2018Judgment / Lien
October 2017Judgment / Lien
January 2016Judgment / Lien
August 2015Judgment / Lien
June 2015Other Business Activities
Paul is a limited partner in Schaller Family Limited Partnership, a family farm, dedicating minimal time. He also works as a professional guitarist providing live music entertainment.
Employment History
Current Registrations
Trustmont Advisory Group, INC.
Trustmont Financial Group, INC.Broker
Trustmont Financial Group, INC.
Previous Registrations
Coastal Investment Advisors
Coastal Equities, INC.Broker
Wells Fargo Advisors Financial Network, LLC
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Advisors, LLCBroker
Wells Fargo Advisors, LLC
Prudential Securities Incorporated
Prudential Securities IncorporatedBroker
State Registrations1 state
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.