Derek P. Dall’Olmo, CFP® TreMonte Financial Consultants LLC
- 1014 6th Street Suite 101 , Traverse City, MI 49684
- (231) 534-9299
About Derek P. Dall’Olmo, CFP®
My journey to becoming a CFP was not traditional. I wanted to go to medical school; follow in my father’s footsteps. Medical school admissions had other ideas.
After nursing my ego back to a functional state, I turned to my second interest: finance.
I founded TreMonte Financial Consultants in 2018 after a 12+ year affiliation with a national firm. This experience taught me how little mammoth firms care about their clients or advisors, despite their glossy brochures. I am out to change that by providing access to advice at reasonable costs and the technology tools necessary to model/track your priorities.
I am a member of the National Association of Personal Financial Advisors (NAFPA), the Financial Planning Association of Michigan (FPA-MI) and the University of Michigan Alumni Association.
I look forward to speaking with you!
- Business Owners
- Gen X
- Medical Professionals
- Young Professionals
Ways Advisor Charges
- Monthly Fee
- Flat Fee
- Assets Under Management
- Monthly fee: $100+/mo
- Flat fee: $2500+
- Hourly fee: $250/hr
- AUM: 0.25+