Frederick Helmick
Frederick Helmick is a CFP-designated registered investment advisor at Trustmont Advisory Group, INC., based in Greensburg, PA, with 27 years of industry experience. Frederick 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 (1)
Judgment / Lien
July 2015Other Business ActivitiesSells Insurance
Frederick is a CPA providing tax preparation services since 1998, dedicating a few hours per week. He also owns Helmick & Company Wealth Advisors, LLC, offering securities, insurance, and advisory services, which takes nearly all of his time. Additionally, he works as a consultant in focus groups and is an associate editor for the Journal of Financial Service Professionals, dedicating minimal time to each.
Employment History
Current Registrations
Trustmont Advisory Group, INC.
Trustmont Financial Group, INC.Broker
Previous Registrations
American Portfolios Advisors, INC
American Portfolios Financial Services, INC.Broker
Pmg Asset Management INC
Pmg Securities CorporationBroker
Locust Street Securities, INC.Broker
Signator Investors, INC.Broker
State Registrations7 states
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.