Tammy Trenta
Family Financial · Manhattan Beach, California
Tammy Trenta is a fee-only financial advisor at Family Financial in Manhattan Beach, California, who holds the CFP credential. Tammy focuses on small business owners, founders (pre-exit) and tax planning. Family Financial reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Who they serve
- Founders
- High earners
- Multi-generational families
Facts
| Firm | Family Financial |
|---|---|
| Based in | Manhattan Beach, California |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Fees (firm's website) | Typically works with clients with $1,000,000 or more |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $280.3M across 464 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, TX · CRD 2712278 |
| Exams passed | Series 63 (1996) · Series 66 (2001) |
| Firm size | 4 employees |
| Disclosures | Reported; see the SEC record |
| Website | familyfinancial.biz |
| Profile |
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Questions about Tammy
Is Tammy Trenta a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Tammy holds no broker registration, and Family Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Tammy charge for financial advice?
Tammy's firm, Family Financial, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
How much does Tammy charge?
According to Family Financial's website, checked October 30, 2026: typically works with clients with $1,000,000 or more.
Does Tammy work with clients virtually?
Yes. Family Financial says on its website that it works with clients remotely.
Where is Tammy Trenta based?
Tammy Trenta is based in Manhattan Beach, California.
What does Tammy specialize in?
Tammy's specialties include small business owners, founders (pre-exit), tax planning, estate & legacy planning, family wealth transfer and equity compensation. Tammy works with founders, high earners and multi-generational families.
What credentials does Tammy Trenta hold?
Tammy Trenta holds the CFP credential.
Is Tammy Trenta registered with the SEC?
Yes. Tammy Trenta is registered as an investment adviser representative in CA and TX (CRD 2712278), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Family Financial manage?
Family Financial reports $280.3M across 464 accounts in assets under management.
How do I contact Tammy Trenta?
Through Tammy's website, familyfinancial.biz.
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
- Family Financial 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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