Trusttree Financial LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
TrustTree Financial LLC is a state-registered investment adviser that serves individuals (including high-net-worth clients), trusts, foundations, and small institutions, managing approximately $78 million across about 150 client relationships with a two-advisor team. The firm offers discretionary portfolio management and comprehensive financial planning, delivered through one-time, hourly, and ongoing planning engagements.
Investment management is tailored to each client’s investment policy statement and combines passive and active strategies, drawing on both fundamental and technical analysis with typical holding horizons of 12–18 months. The firm provides continuous account supervision, implements client-imposed restrictions, and works with custodians to execute and monitor portfolios on an ongoing basis.
Noteworthy distinctions include TrustTree’s sponsorship and participation in a wrap fee program, a structure that is relatively uncommon among peer firms, and that advisory personnel are licensed to sell life and disability insurance and may receive separate commissions for those sales. The firm also discloses that members of its advisory team engage in other financial services activities (including mortgage origination) and that its leadership includes a CFP® certificant, with these potential additional sources of compensation described in the brochure.
Client services
Expertise
Fee options
Financial Planning Fixed Fee ranges from $750 to $10,000, charged upfront
$0 - $100,000: 1.5% annually (0.375% per quarter) $100,001 - $500,000: 1.25% annually (0.3125% per quarter) $500,001 - $2,000,000: 1.00% annually (0.25% per quarter) $2,000,001 - $5,000,000: 0.90% annually (0.225% per quarter) $5,000,001+: 0.75% annually (0.1875% per quarter)
$250 per hour with a three-hour minimum, negotiable in some cases
Ongoing Financial Planning monthly retainer fee ranging from $60 to $500 per month, paid in advance
Account minimum: $250,000 Fee-only: Financial Planning Fixed Fee: $750 to $10,000, charged upfront; Hourly Fee: $250/hour with 3-hour minimum; Ongoing Financial Planning: $60-$500 per month, paid monthly in advance
Main office
See office8936 Northpointe Executive Park Dr., Ste.260
Huntersville NC 28078
Advisors at this office
1
Offices (3)
Most active in
Florida · North Carolina · Texas
Also doing business as
Financial Advisory Services, LLC · Trusttree Financial LLC · Trusttree Financial Partners
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.
Is not active or affiliated with:
-
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.
-
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.
Forms ADV
Advisors at this firm
David H
Series 63, Series 65
Davie, FL
Trusttree Financial LLC
David Hofer is a financial advisor with Trusttree Financial LLC and holds Series 63 and Series 65 licenses. He has 36 years of industry experience and has previously worked at firms including Janney Montgomery Scott and Citigroup Global Markets. Outside of his advisory role, he serves as chairman of the Steven C. Bardan Charitable Foundation, a nonprofit organization based in Davie, FL. Trusttree Financial LLC serves individuals, trusts, foundations, and small institutions, managing approximately $78 million across about 150 client relationships. The firm provides discretionary portfolio management and comprehensive financial planning, employing a mix of passive and active investment strategies tailored to each client’s policy statement.
Brandon O
CFP®, Series 63, Series 66
Huntersville, NC
Trusttree Financial LLC
Brandon Opre is a CFP®-certified financial advisor with 30 years of industry experience, currently serving at TrustTree Financial LLC. His prior roles include positions at Ameriprise Financial Services, Morgan Stanley, and Charles Schwab. In addition to his advisory work, he is an independent insurance agent offering life insurance services. TrustTree Financial LLC is a state-registered investment adviser serving individuals, trusts, foundations, and small institutions. The firm manages approximately $78 million across around 150 client relationships with a two-advisor team, providing discretionary portfolio management and financial planning through multiple engagement models. Their investment approach integrates passive and active strategies guided by client-specific investment policy statements, with continuous account supervision and customized portfolio implementation.
Paul T
Series 63, Series 65
Fort Lauderdale, FL
Trusttree Financial LLC
Paul Turadilok is a financial advisor with Trusttree Financial LLC in Fort Lauderdale, FL, holding Series 63 and Series 65 licenses with 27 years of industry experience. His career includes roles at HSBC Bank USA and Capstone Mortgage Lending, where he currently works as a mortgage loan originator. Outside of financial services, he is the owner and founder of Mosca Spirits Inc., a spirits brand. Trusttree Financial LLC serves individuals, trusts, foundations, and small institutions with discretionary portfolio management and comprehensive financial planning. The firm combines passive and active investment strategies tailored to each client’s policy statement and manages approximately $78 million across about 150 client relationships.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)