Trendscast Financial LLC

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Client assets under management

$25,200,000

Clients

267

4% high-net worth

Advisors

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

134

Very High

Average account size

$94,382

About

Trendscast Financial provides investment advisory and financial planning to individuals, charitable organizations, and pension/profit‑sharing plans. Services include ongoing portfolio management, ERISA plan consulting (with both fiduciary and participant education components), and fixed‑fee or hourly financial planning.

The firm tailors portfolios to each client’s investment policy statement—considering goals, time horizon, and risk tolerance—and conducts periodic reviews; it can act with discretionary authority for managed accounts while also offering non‑discretionary ERISA advice. Its investment process integrates charting, fundamental, and technical analysis and may use a range of strategies from long‑term holdings to short‑term trading, including options writing, short sales, and margin when appropriate.

A distinctive aspect of the firm is an affiliation with an insurance practice: representatives who are licensed insurance agents may offer commissionable insurance and annuity products (disclosed as a potential conflict, with such activities reported as occupying a small portion of advisory time). The firm also provides seasonal tax‑return preparation support, accepts no account minimum, and manages roughly $25 million in client assets—features that differ from many similarly sized advisers.

Client services

Financial planning Portfolio management Pension consulting

Expertise

Options & derivatives strategies Annuities Retirement plans for business owners (SEP, solo 401k)

Occupation focus

Retired

Fee options

Fixed

Fixed fees between $750 and $2,000 for financial planning

Percentage

1% annually

Project-based

$150 to $200 per hour for financial planning

Other

Fee-only: Fixed fees between $750 and $2,000 for financial planning; Hourly fees between $150 and $200 for financial planning

Main office location

Trendscast Financial LLC

1056 Route 519

Eighty Four PA 15330, United States

Number of offices

Most active in

California · Florida · Pennsylvania · Tennessee · Texas

Disclosures

Business activities & affiliations

Is active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Is not active or affiliated with:

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

724-705-7907

Advisors at this firm

Neil M

Series 65

Eighty Four, PA

Trendscast Financial LLC

Neil Maggi is a Series 65-licensed financial advisor with 13 years of industry experience. He is affiliated with Trendscast Financial LLC and has also been involved with Maggi Retirement Planning, Marley Financial Services, Inc., and America's Benefit, Inc. In addition to his advisory work, Maggi occasionally prepares tax returns for clients as a registered tax preparer during the tax season. Trendscast Financial LLC provides investment advisory and financial planning services to individuals, charitable organizations, and pension/profit-sharing plans. The firm customizes portfolios based on client goals and risk tolerance, employing a variety of investment strategies and offering both discretionary and non-discretionary services.

Options & derivatives strategies Annuities Retirement plans for business owners (SEP, solo 401k) Retired

Nicholas D

Series 63, Series 65

Georgetown, CA

Trendscast Financial LLC

Nicholas Destefano is a financial advisor at Trendscast Financial LLC with 24 years of industry experience. He holds Series 63 and Series 65 designations and has worked at several firms, including Forward Financial and D'Arcy Wealth Management. He is also an owner and insurance agent at Forward Financial, where he dedicates a portion of his time. Trendscast Financial provides investment advisory and financial planning services to individuals, charitable organizations, and pension/profit-sharing plans. The firm customizes portfolios based on clients’ investment policy statements and uses a combination of charting, fundamental, and technical analysis across various strategies, including discretionary and non-discretionary ERISA advice.

Options & derivatives strategies Annuities Retirement plans for business owners (SEP, solo 401k) Retired

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