TRUMBOWER FINANCIAL ADVISORS LLC
SEC RegisteredWhy Trumbower Financial Advisors?
About the firm
Trumbower Financial Advisors, LLC offers creative solutions to financial challenges for busy executives and professionals. The firm does not sell financial products, providing advice based solely on clients' best interests. Their guidance is based on sound academic principles and addresses complex, interrelated financial concepts.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Objective financial advice, sophisticated technical analysis, and hands-on management of financial tasks; service levels are designed to fit each client's needs and economic situation.
Who they serve
Busy executives and professionals, novice or seasoned investors, do-it-yourselfers, and those too busy to focus on personal financial matters.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 87 | $34M |
| High Net Worth Individuals | 159 | $1.9B |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | — |
| Pension/Profit Sharing Plans | 0 | — |
| Charitable Organizations | 0 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | — |
23 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
6 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Under $500,000 | 1.00% |
| $500,000 to $999,999 | 0.75% |
| $1,000,000 to $4,999,999 | 0.50% |
| $5,000,000 and over | 0.30% |
Data as of March 6, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. TRUMBOWER FINANCIAL ADVISORS LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.