Firm
TreMonte Financial Consultants
Traverse City, Michigan
Fee-only
TreMonte Financial Consultants at a glance
- One of 237 fee-only firms based in Michigan in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 2 employees and 136 individual clients, 21 of them high net worth.
- Its average account is about $159,000 (assets it manages divided by its 398 accounts).
- Its ongoing planning fee starts at $3,900 a year, above the Michigan median of $3,000.
- Its website says it's taking new clients.
Fee-only advisors in Michigan · What fee-only advisors charge in Michigan
Facts
| Based in | Traverse City, Michigan |
|---|---|
| Website | tremontefinancial.com |
| Phone | (231) 486-6050 |
TreMonte Financial Consultants fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $3,900 a year |
|---|---|
| Asset-based fee | 0.5% to 1.5% a year |
| How it charges | Percentage of assets · Flat fee · Ongoing planning fee · One-time plans or projects · Hourly |
In the firm's words
"Billed as flat fee: $3900++ annually." source
"0.5% – 1.50% annual fee as a percentage of assets under management" source
"0.5% – 1.50% annual fee as a percentage of assets under management" source
"Billed as flat fee: $3900++ annually." source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $63 million |
| Individual clients | 115 |
| High-net-worth clients | 21 |
| Accounts managed | 398 |
| Employees | 2 |
| Planning clients | 51-100 |
| Registered with | The SEC (801-114221) |
| Financial planning | Offered |
| Form ADV filed | March 26, 2026 |
| SEC record | CRD 298562 |