TreMonte Financial Consultants
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$63,384,507
Clients
136
15% high-net worth
Advisors
1
of 2 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
136
Very HighAverage account size
$466,063
About
TreMonte Financial Consultants provides investment advisory and planning services to individuals (including high‑net‑worth clients), trusts, retirement plans and business clients. Its service menu includes discretionary asset management, comprehensive financial management, standalone financial planning, and retirement plan consulting with implementation support across stocks, bonds, ETFs, options, mutual funds and other public and private securities.
The firm tailors portfolios by combining strategic asset allocation with both passive and active approaches, employing fundamental and technical analysis as appropriate and monitoring accounts for rebalancing or other adjustments. Its investment program also includes fixed‑income management, option strategies and the ability to use margin where suitable, and the firm provides ongoing retirement-plan consulting that acknowledges ERISA fiduciary responsibilities when applicable.
A notable feature is the firm’s affiliation with an accounting practice that offers tax planning, tax preparation and personal CFO services, and its personnel include Certified Public Accountants and a CFP® designee, allowing clients the option of more integrated tax and investment advice. The firm operates with a single-adviser model overseeing roughly $63.4 million in discretionary assets for about 136 clients, a relatively concentrated advisor-to-client scale compared with many peers.
Client services
Financial planning
Portfolio management
Pension consulting
Expertise
Active portfolio management
Options & derivatives strategies
Passive / index investing
Tax strategies for small businesses
Occupation focus
Founder/Business Owner
Executive
Fee options
Flat fees range from $600 to $20,000 for Financial Planning & Consulting; $1,000 to $20,000 for Retirement Plan Consulting.
Maximum hourly fee up to $500 for Financial Planning & Consulting and Retirement Plan Consulting services.
Fee-only: Financial Planning & Consulting: Hourly fees up to $500/hour; Flat fees ranging from $600 to $20,000. Retirement Plan Consulting: Hourly fees up to $500/hour; Flat fees ranging from $1,000 to $20,000.
Main office location
TreMonte Financial Consultants
1014 6 Th Street, Suite 101
Traverse City MI 49684, United States
Number of offices
1
Most active in
TreMonte Financial Consultants has reported serving >5 clients in these states in the last 12 months.
Florida · Michigan
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
LinkedIn
Facebook
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YouTube
Website
(231) 486-6050
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