Michael Trauman is a registered investment advisor at Reliance Financial Advisors, based in Sewickley, PA, with 3 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Retirement Planning, and 1 more.
Compensation
Firm Size
IM Fee
Fee Structure
Reliance Financial Advisors charges $250 per hour for financial planning services. In some cases, a fixed fee may be negotiated with the client.
Location
2200 Georgetown Dr, Suite 300, Sewickley, PA, 15143
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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
Michael is involved in tax preparation with Mark Trauman, CPA since January 2023. This activity takes about a quarter of his time and is not investment related.
Employment History
Current Registrations
Reliance Financial Advisors
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
State Registrations1 state
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.