Advisor at Commonwealth Financial Network
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Towanda, PA 18848
Credentials
CFP®, Series 63, Series 65
Industry experience
33 years
Tari Trowbridge is a CFP® professional with 33 years of industry experience, currently affiliated with Commonwealth Financial Network and leading Trowbridge & Co Wealth Management Group since 2014. His work history is centered in Towanda, PA. Outside of advisory services, he is involved in fixed insurance sales as an agent and has ownership interests in real estate properties leased for gas royalties. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm offers a range of advisory programs and services, including discretionary model portfolios and personalized indexing, while providing operations, technology, compliance, and practice-management support to affiliated advisors.
Based on Commonwealth Financial Network
Based on Commonwealth Financial Network
Flat or fixed fees available for consulting services, including wealth management, retirement plan consulting, and HSA consulting.
$0 - $750,000: 2.25% $750,000 - $1,000,000: 2.00% $1,000,000 - $2,000,000: 1.75% $2,000,000+: 1.50%
Advisors may receive commissions on securities transactions and insurance products; additional transaction charges may apply in certain programs.
Up to $500 per hour for consulting services.
Account minimum: $1,000 Fee-only: Annual fees negotiable; fees based on percentage of assets under management; no performance-based fees.
2 Washington St.
Towanda, PA 18848
Pennsylvania
Trowbridge & Co Wealth Management Group
2014 - Present (12 years)
Commonwealth Financial Network
2014 - Present (12 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Is not active or affiliated with:
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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