Mitchell Mosgrove
Trebuchet Consulting · Pittsburgh, Pennsylvania
Mitchell Mosgrove is a fee-only financial advisor at Trebuchet Consulting in Pittsburgh, Pennsylvania, who holds the CFP credential. Mitchell focuses on estate & legacy planning, tax planning and family wealth transfer. Trebuchet Consulting reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Executives
- Retirees
Facts
| Firm | Trebuchet Consulting |
|---|---|
| Based in | Pittsburgh, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $1.08B across 1,026 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in PA · CRD 7457054 |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.trebuchetconsultingllc.com |
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Questions about Mitchell
Is Mitchell Mosgrove a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Mitchell holds no broker registration, and Trebuchet Consulting reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Mitchell charge for financial advice?
Mitchell's firm, Trebuchet Consulting, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Mitchell Mosgrove based?
Mitchell Mosgrove is based in Pittsburgh, Pennsylvania.
What does Mitchell specialize in?
Mitchell's specialties include estate & legacy planning, tax planning and family wealth transfer. Mitchell works with executives and retirees.
What credentials does Mitchell Mosgrove hold?
Mitchell Mosgrove holds the CFP credential.
Is Mitchell Mosgrove registered with the SEC?
Yes. Mitchell Mosgrove is registered as an investment adviser representative in PA (CRD 7457054), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Trebuchet Consulting manage?
Trebuchet Consulting reports $1.08B across 1,026 accounts in assets under management.
How do I contact Mitchell Mosgrove?
Through Mitchell's website, www.trebuchetconsultingllc.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
- Trebuchet Consulting 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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