Trebuchet Consulting, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$1,068,623,529
Clients
410
Advisors
4
of 7 employees
About
Trebuchet Consulting, LLC provides financial planning and wealth management to high‑net‑worth individuals, related trusts, charitable organizations, and retirement accounts. The firm offers tailored consulting across asset accumulation, allocation, preservation, growth and transfer, and provides rollover guidance and ongoing reporting for clients who engage its services.
Trebuchet delivers advice on a non‑discretionary basis, so clients retain final decision‑making authority and Trebuchet’s recommendations are implemented only with client approval; ongoing relationships typically include quarterly reviews and customized reports. Investment recommendations emphasize asset allocation informed by client goals, time horizons and risk tolerance, drawing from an approved list of mutual funds, ETFs and third‑party managers and incorporating income tax and estate planning considerations.
What is distinctive about Trebuchet is that it reports roughly $1.08 billion in non‑discretionary regulatory assets under management, a structure that is uncommon among team advisers of its size. The firm’s advisers are licensed insurance agents, it recommends separately managed accounts for municipal and corporate fixed income (without taking third‑party fees), and it discloses a platform relationship with Fidelity that provides technology and vendor support and that may create potential conflicts of interest.
Client services
Expertise
Fee options
Negotiated fixed fees for financial counseling services, generally ranging from $2,500 to $50,000 annually
0.25% to 1.00% annually
Hourly charges negotiated on a case-by-case basis, fees generally range from $2,500 to $50,000 annually for financial counseling services
Main office
313 Castle Shannon Blvd.
Pittsburgh PA 15234
Advisors at this office
4
Most active in
California · Florida · Georgia · Kentucky · Louisiana · Maryland · Massachusetts · Nebraska · New Hampshire · New Jersey · New York · North Carolina · Ohio · Pennsylvania · South Carolina · Tennessee · Texas · Virginia · Washington · Wisconsin
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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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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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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.
Quick links
Advisors at this firm
Steven M
Series 63, Series 65
Pittsburgh, PA
Trebuchet Consulting, LLC
Steven Miller is a financial advisor at Trebuchet Consulting, LLC with 26 years of industry experience. He holds Series 63 and Series 65 designations and has been with Trebuchet Consulting since 2008. Trebuchet Consulting provides financial planning and wealth-management services to individuals, high-net-worth clients, trusts, charitable organizations, and other entities. The firm focuses on personalized financial counseling and asset-allocation guidance, operating primarily on a non-discretionary basis with an emphasis on client-approved transactions.
Mitchell M
CFP®
Pittsburgh, PA
Trebuchet Consulting, LLC
Mitchell Mosgrove is a CFP® professional with 11 years at Trebuchet Consulting, LLC and five years of industry experience. He is based in Pittsburgh, PA, and works as part of a team of four advisors at Trebuchet. Trebuchet Consulting, LLC provides financial planning and wealth management to high-net-worth individuals, trusts, charitable organizations, and retirement accounts. The firm offers non-discretionary advice focused on asset allocation, tax, and estate planning considerations, and manages approximately $1.08 billion in non-discretionary regulatory assets.
John K
Series 63, Series 65
Pittsburgh, PA
Trebuchet Consulting, LLC
John Krolikowski is a financial advisor with Trebuchet Consulting, LLC in Pittsburgh, PA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Trebuchet Consulting since 2006. Trebuchet Consulting provides financial planning and wealth management services to individual and high-net-worth clients, trusts, charitable organizations, and other entities. The firm focuses on personalized financial counseling and asset allocation guidance, primarily operating on a non-discretionary basis with a client-centered investment process.
Zachary Z
CFP®
Pittsburgh, PA
Trebuchet Consulting, LLC
Zachary Zimmer is a CFP® professional with four years of industry experience, currently serving as an advisor at Trebuchet Consulting, LLC in Pittsburgh, PA. He has been with Trebuchet Consulting since 2016. Trebuchet Consulting provides financial planning and wealth management services to high-net-worth individuals, related trusts, charitable organizations, and retirement accounts. The firm delivers non-discretionary advice focused on asset allocation and integrates considerations of income tax and estate planning while managing approximately $1.08 billion in regulatory assets under management.
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