Tammy Trenta is a CFP-designated registered investment advisor at Family Financial, based in Manhattan Beach, CA, with 20 years of industry experience. Tammy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 127 clients with $230M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.20% |
| $3.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.85% |
| $10.0M - $20.0M | 0.70% |
| $20.0M - $50.0M | 0.50% |
| $50.0M - $100.0M | 0.30% |
| $100M+ | 0.25% |
Fees may be negotiable. Minimum annual fee of $12,000, billed in $3,000 quarterly payments, may be waived.
Fee Estimator
Location
1601 N. Sepulveda Blvd, 722, Manhattan Beach, CA, 90266
Get directionsHistory
Regulatory History (1)
Customer Dispute
January 2026Other Business Activities
Tammy provides tax and accounting services through FF Business Management LLC, dedicating about 10-20% of her time. She also spends minimal time as an author for the Institute for Financial Empowerment.
Employment History
Current Registrations
Family Financial
Previous Registrations
Running Point Capital Advisors LLC
Creative Planning
Ep Wealth Advisors
Core Financial Partners INC.
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.
A. G. Edwards & Sons, INC.
Wells Fargo Investments, LLC
State Registrations2 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.