TrueAdvisor
TrueAdvisor

Trustmont Advisory Group, INC.

View SEC Summary
View SEC Summary

Assets Under Management

$1.1B

Number of Clients

3,945

Number of Advisors

64

Avg. Portfolio per Client

$285K

Avg. Managed per Advisor

$17.6M

Compensation

Fee-Only (% of Portfolio)Fixed/Hourly

About This Firm

Trustmont Advisory Group offers financial planning and investment advice to individuals, pension plans, trusts, estates, and businesses. They analyze investments, discuss risk tolerance, and suggest changes. They also manage investments for a fee, with client permission to make trades. Some advisors are also registered representatives and may earn commissions.

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
—
View Full SEC Brochure
Areas of Practice
Retirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInvestment Management
Location

Scenic Drive Professional Center, 200 Brush Run Road, Suite A, Greensburg, PA, 15601

64 Advisors at this firm

?
?
AH
Alexander Hart
AC
ChFC
Alissa Conklin
AL
Allen Lassinger
AH
Ana Harwood
AG
CFP
Ann Gunst
AH
Anthony Hladek
BL
Bryan Larrison
CP
C Pavlikowski
CG
Cherie Grecko
DL
Daniel Lehman
DH
Daniel Hamilton
DG
David Gordon
DH
Delaney Heenan
DB
ChFC
Donald Barzak
DB
Donald Barzak
DS
Donald Sada
DS
Douglas Smith
EM
Edgar Mock
Page 1 of 4