Donald Barzak
Donald Barzak is a ChFC-designated registered investment advisor at Trustmont Advisory Group, INC., based in Greensburg, PA, with 36 years of industry experience. Donald operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 3,945 clients with $1.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fee Estimator
Location
Scenic Drive Professional Center, 200 Brush Run Road, Suite A, Greensburg, PA, 15601
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Donald operates The Barzak Agency, selling various insurance products including accident & health, disability, life insurance, fixed annuities, and property & casualty insurance. He also does tax preparation, owns commercial rental properties, and umpires softball and baseball games.
Employment History
Current Registrations
Trustmont Advisory Group, INC.
Trustmont Financial Group, INC.Broker
Previous Registrations
Waterstone Financial Group, INC.
Waterstone Financial Group, INC.Broker
The (wilson) Williams Financial GroupBroker
Pro-Integrity Securities, INC.Broker
Hackett Associates, INC.Broker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
State Registrations12 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.