Tremonte Financial Consultants fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 26, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$500/hr

“The maximum hourly fee to be charged will not exceed $500.”

Flat or project fee

$600⁠-⁠$20,000

“Flat fees range from $600 to $20,000 and are payable as invoiced.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Tremonte Financial Consultants bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Annualized fees are billed on a pro-rata basis monthly in arrears based on the value of the account(s) on the last day of the previous month.”
• “Fees are negotiable and will be deducted from client account(s).”
• “In rare cases, our firm will agree to directly invoice.”

How Tremonte Financial Consultants’ fees compare

• Its hourly rate of $500 is above the Michigan median of $250. 91% of the 170 other Michigan planners that publish an hourly rate charge less.
• 2 of the 2 other planners in Traverse City that publish an hourly rate charge less.
• Its flat or project fee of $600-$20,000 spans the Michigan median of $3,250. 91% of the 137 other Michigan planners that publish a flat or project fee charge less.
• 4 of the 4 other planners in Traverse City that publish a flat or project fee charge less.

About Tremonte Financial Consultants

• Firm size: 2 employees.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2019 (7 years).

Planning areas mentioned in the brochure

• Tax planning
• Military and veterans

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.5% a year

Clients

136

Employees

2

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and pension consulting

Assets managed

$63,384,507

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

298562

Website

tremontefinancial.com (opens in new tab)

Phone

(231) 486-6050

Can advise clients in 2 states: Florida, Michigan

Other planners in Traverse City that publish fees

• 46 and 2 Investment Advisors, LLCTraverse City$200/hr
• Ark Advisors, LLCTraverse City$2,000, $1,000⁠-⁠$3,000/qtr
• Black Walnut Wealth ManagementTraverse City$7,500/yr
• Falconer GroupTraverse City$250
• Front Street Wealth ManagementTraverse City$2,500⁠-⁠$17,500
• Old Mission Investment Company, LLCTraverse City$150⁠-⁠$275/hr, $500⁠-⁠$10,000

Compare all 15 planners in Traverse City