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Garret Rigatti

3 Years of Experience
Monroeville, PA
Broker

Garret Rigatti is a registered investment advisor at Trustmont Advisory Group, INC., based in Monroeville, PA, with 3 years of industry experience. Garret 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

Horizon Financial Advisors, 4099 Wm. Penn Hwy, Suite 303, Monroeville, PA, 15146

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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

Garret works at Horizon Financial Advisors, providing sales and service of mutual funds to new and existing clients. This is a full-time commitment during securities trading hours.

Employment History
Current Registrations
Trustmont Advisory Group, INC.
April 2023 - Present · 3 yrs 1 mo
Trustmont Financial Group, INC.Broker
December 2022 - Present · 3 yrs 5 mos
State Registrations3 states
FLPAUT
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.
Garret Rigatti - Financial Advisor | TrueAdvisor