Reliance Financial Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Reliance Financial Advisors is a small advisory firm that delivers tailored financial planning services to individuals, trusts, and, on occasion, non-profit organizations and businesses. Its planning scope, as described in the brochure, includes income tax and cash flow planning, investment and portfolio planning, retirement and estate planning, business planning, and insurance analyses.
The firm provides bespoke, generally non‑discretionary advice through one‑off or fixed engagements and bills clients on an hourly or negotiated fixed‑fee basis; ongoing account management and custody of client assets are not part of its standard service model. For implementation of securities recommendations the firm’s advisers operate as registered representatives of a broker‑dealer and direct clients to that platform for execution, a relationship the brochure discloses can create potential conflicts of interest.
Reliance combines financial planning with ancillary practices that are uncommon for firms in its category: its principals are licensed as broker‑dealer representatives and insurance agents, and the owner maintains an active CPA tax preparation practice and related tax planning services. The firm does not charge percentage‑of‑AUM or performance‑based fees, and its disclosure also notes a material, disclosed compensation arrangement tied to the acquiring broker‑dealer that may influence platform recommendations.
Client services
Expertise
Fee options
Fixed fees may be charged based on individual negotiations with client; half due at signing, balance upon completion
Commissions earned on securities and insurance products sold through affiliated broker/dealer Commonwealth Financial Network; insurance commissions vary
$250 per hour
Fee-only: $250 per hour billed as services are rendered; fixed fees may be charged based on individual negotiations
Main office
2200 Georgetown Drive, Suite 300
Sewickley PA 15143
Advisors at this office
2
Most active in
Pennsylvania
Also doing business as
Mark Bradley Trauman D/B/A Reliance Financial Advisors · Reliance Financial Advisors · Trauman, Mark Bradley
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Michael T
Series 66
Sewickley, PA
Reliance Financial Advisors
Michael Trauman is a financial advisor at Reliance Financial Advisors with a Series 66 designation and three years of industry experience. His background includes roles at Commonwealth Financial Network, Deloitte, and the Ohio Society of CPAs. Outside of financial advising, he is involved in tax preparation through a CPA practice. Reliance Financial Advisors is a small firm providing tailored financial planning services to individuals, trusts, non-profits, and businesses. The firm offers a broad scope of planning services and generally delivers non-discretionary advice through hourly or fixed-fee engagements, with implementation services directed through affiliated broker-dealer platforms.
Mark T
CFP®, Series 63, Series 65
Sewickley, PA
Reliance Financial Advisors
Mark Trauman is a CFP® professional with Commonwealth Financial Network, based in Sewickley, PA, and has 33 years of industry experience. He has been associated with Commonwealth Financial Network since 1995 and has owned and operated Reliance Financial Advisors since 1996. In addition to his advisory work, he provides tax preparation services through Reliance Financial Advisors. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients. The firm offers a variety of advisory programs and services and provides operations, trading, technology, and compliance support while allowing advisors discretion in constructing client portfolios.
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