Derek Dall Olmo
TreMonte Financial Consultants · Traverse City, Michigan
Derek Dall Olmo is a fee-only financial advisor at TreMonte Financial Consultants in Traverse City, Michigan, who holds the CFP credential. Derek charges a percentage of assets, a flat fee or retainer, an ongoing planning fee, a one-time planning fee and hourly fees (ongoing planning from $3,900 a year and 0.5%–1.5% a year of assets managed) and focuses on small business owners.
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Specialties
Facts
| Firm | TreMonte Financial Consultants |
|---|---|
| Based in | Traverse City, Michigan |
| Fee model | Percentage of assets · Flat fee or retainer · Ongoing planning fee · One-time planning fee · Hourly |
| Fees (firm's website) | Ongoing planning from $3,900 a year · 0.5%–1.5% a year of assets managed |
| Accepting new clients | Yes |
| Assets under management | $63.4M across 398 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in FL, MI · CRD 5138728 |
| Exams passed | Series 65 (2010) · Series 66 (2006) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.tremontefinancial.com |
| Profile |
How Derek's firm compares
- Ongoing planning starts at $3,900 a year, above the Michigan median of $3,000 for fee-only firms that publish prices.
- TreMonte Financial Consultants's average account is about $159,000, from its Form ADV (assets managed divided by 398 accounts).
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Questions about Derek
Is Derek Dall Olmo a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Derek holds no broker registration, and TreMonte Financial Consultants reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Derek charge for financial advice?
Derek charges a percentage of assets, a flat fee or retainer, an ongoing planning fee, a one-time planning fee and hourly fees.
How much does Derek charge?
According to TreMonte Financial Consultants's website, checked October 30, 2026: ongoing planning from $3,900 a year; 0.5%–1.5% a year of assets managed.
Where is Derek Dall Olmo based?
Derek Dall Olmo is based in Traverse City, Michigan.
What does Derek specialize in?
Derek's specialties include small business owners.
What credentials does Derek Dall Olmo hold?
Derek Dall Olmo holds the CFP credential.
Is Derek Dall Olmo registered with the SEC?
Yes. Derek Dall Olmo is registered as an investment adviser representative in FL and MI (CRD 5138728), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does TreMonte Financial Consultants manage?
TreMonte Financial Consultants reports $63.4M across 398 accounts in assets under management.
How do I contact Derek Dall Olmo?
Through Derek's website, www.tremontefinancial.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- TreMonte Financial Consultants website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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