A complete list of active advisors currently associated with Trebuchet Consulting, LLC

Warmer can help you find a great advisor at Trebuchet Consulting, LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Trebuchet Consulting, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.