Derek P. Dall’Olmo, CFP® TreMonte Financial Consultants LLC

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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!
DPD

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Ideal Clients

  • Business Owners
  • Gen X
  • Medical Professionals
  • Young Professionals

Ways Advisor Charges

  • Monthly Fee
  • Flat Fee
  • Hourly
  • Assets Under Management

Fee Options

  • Monthly fee: $100+/mo
  • Flat fee: $2500+
  • Hourly fee: $250/hr
  • AUM: 0.25+

SEC Records

States Registered

  • Michigan

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