MH
MH

Mary Hixenbaugh

15 Years of Experience
Greensburg, PA
Broker

Mary Hixenbaugh is a registered investment advisor at Trustmont Advisory Group, INC., based in Greensburg, PA, with 15 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
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 ValueAnnual Fee
Any2.00%
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

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Mary is an administrator for Alpha Ministries, Inc., a non-profit religious organization, where her duties include financial officer, multi-media specialist, and board member. This activity takes about a quarter of her time and does not occur during security trading hours.

Employment History
Current Registrations
Trustmont Advisory Group, INC.
September 2010 - Present · 15 yrs 10 mos
Trustmont Financial Group, INC.
June 2010 - Present · 16 yrs 1 mo
Trustmont Financial Group, INC.Broker
June 2010 - Present · 16 yrs 1 mo
State Registrations3 states
ILPASD
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.
Mary Hixenbaugh - Financial Advisor | TrueAdvisor