Mary Petrucci
Mary Petrucci is a registered investment advisor at Trustmont Advisory Group, INC., based in Confluence, PA, with 27 years of industry experience. Mary 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
710 Oden Street, Confluence, PA, 15424
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
Mary is an insurance agent selling life insurance, FIAs, and fixed annuities. She also engages in real estate investing with her husband, is a shareholder of Trustmont Advisory Group, Inc., and provides tax consulting and preparation services, dedicating about 10-20% of her time to tax-related activities during tax season and as needed the rest of the year. Additionally, Mary works as a tax collector, spending about 10-20% of her time on billing, mailing, and collecting real estate and school taxes.
Employment History
Current Registrations
Trustmont Advisory Group, INC.
Trustmont Financial Group, INC.Broker
Previous Registrations
PFS Investments INC.Broker
State Registrations2 states
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