Trustmont Advisory Group, Inc.

Trustmont Advisory Group, Inc. is a Registered Investment Adviser established in 1997 and located in Greensburg, PA. The firm offers financial planning services, investment advice, and investment management on a discretionary basis. Clients can choose to receive a written Financial Plan for up to $5,000, with payment in two installments. Investment advice may incur fees up to $500 per hour. For investment management, fees are typically up to 2% annually, billed monthly or quarterly. The firm manages approximately 4660 accounts totaling around $723 million, all on a discretionary basis. Trustmont does not collect performance-based fees and works with various client types, including individuals, trusts, and corporations. The firm's investment strategies are based on long-term outlooks and utilize various information sources. Advisors may recommend specific investment programs or strategies and may earn commissions from selling financial products. Trustmont does not hold client funds and all accounts are managed on a discretionary basis. The firm does not vote client securities and does not provide financial information due to specific criteria not being met. For more details, visit www.trustmontgroup.com or call (724) 468-5665.