Fee-only adviser · Duluth, GA
Trestle Wealth Advisory, LLC
Trestle Wealth Advisory, LLC is a fee-only investment adviser registered with the securities regulator of Georgia, with its main office in Duluth, Georgia. On its latest Form ADV, filed March 19, 2026, it reports $33M in regulatory assets under management, 53 individual clients and 1 employee who gives investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | State-registered: Georgia |
|---|---|
| Firm CRD number | 329077 |
| Office | 3470 McClure Bridge RD #2322 Duluth, GA 30096 |
| Phone | (404) 905-6576 |
| Website | www.trestlewealth.com |
| Regulatory assets under management | $33M |
| Individual clients | 46 non-high-net-worth, 7 high-net-worth |
| Financial planning clients | 51-100 |
| How it charges | Percentage of assets, Hourly |
| Services | Financial planning, Portfolio management, Selection of other advisers, Educational seminars |
| Employees | 1 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | March 19, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Duluth
- Cornerstone Management, Inc. $2.3B
- C.w. O'Conner Wealth Advisors, Inc. $265M
- Evans Wealth Management $111M
- Stanhouse Financial Planning and Management, LLC $33M
- Lifewater Wealth Management $30M
- BJM Financial Inc $3.0M
See all 10 fee-only advisers in Duluth →
Nearby
- Johns Creek 4 firms
- Peachtree Corners 1 firm
- Suwanee 5 firms
- Lawrenceville 1 firm
- Dunwoody 1 firm
- Chamblee 2 firms
- Roswell 6 firms
- Alpharetta 22 firms
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