Trusttree Financial LLC

Updated today

Find your advisor

Client assets under management

$78,000,000

Clients

150

33% high-net worth

Advisors

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

High

Average account size

$520,000

About

TrustTree Financial LLC is a state-registered investment adviser that serves individuals (including high-net-worth clients), trusts, foundations, and small institutions, managing approximately $78 million across about 150 client relationships with a two-advisor team. The firm offers discretionary portfolio management and comprehensive financial planning, delivered through one-time, hourly, and ongoing planning engagements.

Investment management is tailored to each client’s investment policy statement and combines passive and active strategies, drawing on both fundamental and technical analysis with typical holding horizons of 12–18 months. The firm provides continuous account supervision, implements client-imposed restrictions, and works with custodians to execute and monitor portfolios on an ongoing basis.

Noteworthy distinctions include TrustTree’s sponsorship and participation in a wrap fee program, a structure that is relatively uncommon among peer firms, and that advisory personnel are licensed to sell life and disability insurance and may receive separate commissions for those sales. The firm also discloses that members of its advisory team engage in other financial services activities (including mortgage origination) and that its leadership includes a CFP® certificant, with these potential additional sources of compensation described in the brochure.

Client services

Financial planning Portfolio management

Expertise

Cash flow / budgeting College savings (529s, UTMA, etc.) Retirement income strategy

Fee options

Fixed

Financial Planning Fixed Fee ranges from $750 to $10,000, charged upfront

Percentage

$0 - $100,000: 1.5% annually (0.375% per quarter) $100,001 - $500,000: 1.25% annually (0.3125% per quarter) $500,001 - $2,000,000: 1.00% annually (0.25% per quarter) $2,000,001 - $5,000,000: 0.90% annually (0.225% per quarter) $5,000,001+: 0.75% annually (0.1875% per quarter)

Project-based

$250 per hour with a three-hour minimum, negotiable in some cases

Subscriptions

Ongoing Financial Planning monthly retainer fee ranging from $60 to $500 per month, paid in advance

Other

Account minimum: $250,000 Fee-only: Financial Planning Fixed Fee: $750 to $10,000, charged upfront; Hourly Fee: $250/hour with 3-hour minimum; Ongoing Financial Planning: $60-$500 per month, paid monthly in advance

Main office location

Trusttree Financial LLC

8936 Northpointe Executive Park Dr., Ste.260

Huntersville NC 28078, United States

Number of offices

Most active in

Florida · North Carolina · 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

Website 754-703-6773

Advisors at this firm

Brandon O

CFP®, Series 63, Series 66

Huntersville, NC

Trusttree Financial LLC

Brandon Opre is a CFP® professional with 29 years of industry experience, currently serving as an advisor at TrustTree Financial LLC. His prior experience includes roles at Ameriprise Financial Services, Inc. and Financial Advisory Services, LLC. Outside of his advisory duties, he works as an Independent Insurance Agent providing life insurance quotes and policy discussions. TrustTree Financial serves individual clients, including high-net-worth households, offering discretionary portfolio management and comprehensive financial planning. The firm combines passive and active investment strategies with automated rebalancing and tax-loss harvesting, and sponsors a wrap fee program uncommon among similar supported firms.

Cash flow / budgeting College savings (529s, UTMA, etc.) Retirement income strategy

Paul T

Series 63, Series 65

Fort Lauderdale, FL

Trusttree Financial LLC

Paul Turadilok is a financial advisor with TrustTree Financial LLC in Fort Lauderdale, FL, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior work includes roles at HSBC Bank USA, N.A. and HSBC Securities (USA) Inc. Outside of advisory work, he is the owner and president of Mosca Spirits Inc, a spirits brand he founded in 2019, and also works as a mortgage loan originator at Capstone Mortgage Lending LLC. TrustTree Financial primarily serves individual and high-net-worth clients, offering discretionary portfolio management and comprehensive financial planning. The firm employs a mix of passive and active investment strategies with an emphasis on ETF exposure, automated rebalancing, and tax-loss harvesting, and sponsors a wrap fee program uncommon among similar supported firms.

Cash flow / budgeting College savings (529s, UTMA, etc.) Retirement income strategy

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

Find the right match for you

Answer a few quick questions and we'll tailor results to your goals, so you can hire smarter.

Find your advisor

A smarter way to hire an advisor

Compare and choose confidently

Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may—or may not—fit, and move forward with confidence.

How Warmer works

Thoughtfully vetted, clearly explained

We review rigorously and transparently

Get to know your advisors' credentials, disciplinary history, specialization, client fit, and communication style. We're selective about who we recommend—and tell you why we think someone fits your situation.

Our methodology

Always free and always on your side

Free. Confidence that lasts

We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction—we're here to make sure the relationship works for you—and if not, to navigate next steps with clarity.

Our ongoing support