Robert Harwood is a registered investment advisor at Trustmont Advisory Group, INC., based in Greensburg, PA, with 16 years of industry experience. Robert 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
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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 Activities
Robert is the founder and CEO/president of EinsteinFI, a fintech company focused on software for advisors, dedicating about a quarter of his time. He also manages Management Solutions LLC, a family LLC holding rental properties, mortgages, and investment accounts, spending a few hours per week on this.
Employment History
Current Registrations
Trustmont Advisory Group, INC.
Previous Registrations
Trustmont Advisory Group, INC.
Darwin Wealth Management
Trustmont Advisory Group, INC.
Kalos Management
State Registrations1 state
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