Nancy Bennett is a CFP-designated registered investment advisor at Trustmont Advisory Group, INC., based in Latrobe, PA, with 17 years of industry experience. Nancy 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
1740 Lincoln Ave, Latrobe, PA, 15650
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Nancy is a trustee for the Margaret L. Janisse Charitable Remainder Trust since 2010, spending sporadic time on it. She is also a senior member of an accounting firm, working as a CPA about full-time, and an owner of Daisy Acres of Ligonier Valley, LLC, a farm where her duties include farming and administrative tasks.
Employment History
Current Registrations
Trustmont Advisory Group, INC.
Previous Registrations
Medallion Advisory Services, LLC
State Registrations1 state
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