WB
WB
William Balint
31 Years of Experience
Greensburg, PA
2 DisclosuresBroker
William Balint is a registered investment advisor at Trustmont Advisory Group, INC., based in Greensburg, PA, with 31 years of industry experience. William 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
64 advisors
Number of Clients
3,945 clients
Average Client Portfolio
$285K average
Assets Under Management
$1.1B
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Scenic Drive Professional Center, 200 Brush Run Road, Suite A, Greensburg, PA, 15601
Get directionsHistory
Regulatory History (2)
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Judgment / Lien
December 2019Judgment / Lien
November 2019Employment History
Current Registrations
Trustmont Advisory Group, INC.
September 2025 - Present · 7 mos
Trustmont Financial Group, INC.
April 2025 - Present · 1 yr
Trustmont Financial Group, INC.Broker
April 2025 - Present · 1 yr
Previous Registrations
Vanderbilt Securities, LLCBroker
November 2024 - April 2025 · 5 mos
Osaic Wealth, INC.
September 2023 - November 2024 · 1 yr 2 mos
Osaic Wealth, INC.Broker
September 2023 - November 2024 · 1 yr 2 mos
Sagepoint Financial, INC.
March 2018 - September 2023 · 5 yrs 6 mos
Sagepoint Financial, INC.Broker
February 2018 - September 2023 · 5 yrs 7 mos
MML Investors Services, LLCBroker
November 2000 - October 2017 · 16 yrs 11 mos
Northwestern Mutual Investment Services, LLCBroker
August 1994 - October 2000 · 6 yrs 2 mos
State Registrations3 states
CTFLMA
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.