Advisor at Trek Financial
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Christopher Captain is a Series 65-licensed financial advisor with three years of industry experience, currently with Trek Financial. His prior roles include positions at eFinancial and BCJ Financial. Outside of advising, he works as a licensed insurance agent and also drives for DoorDash during non-trading hours. Trek Financial serves a diverse client base, including individuals, pension and profit-sharing trusts, foundations, and institutional clients. The firm employs a quantitative, ETF-based investment approach combined with tactical models and macro analysis, offering services such as discretionary asset management, financial planning, and tax-aware direct indexing.
Based on Trek Financial
Based on Trek Financial
Fixed fees for financial planning ranging $100-$50,000
$0 - $250,000: 1.50% $250,001 - $500,000: 1.50% $500,001 - $1,000,000: 1.50% $1,000,001 - $2,500,000: 1.25% $2,500,001 - $5,000,000: 1.00% $5,000,001 - $10,000,000: 0.85% $10,000,001+: 0.70%
Up to $400 per hour for consulting services
Annual retainer fees for financial planning ranging $200-$20,000
Account minimum: $100,000 Fee-only: Financial planning fees: Annual retainer $200-$20,000; Fixed fee $100-$50,000; Hourly up to $400/hour
Riverton, UT
Arizona · Utah
Trek Financial
2023 - Present (3 years)
Trek Financial
2022 - 2022 (1 year)
Unemployed
2022 - 2022 (1 year)
eFinancial
2021 - 2022 (1 year)
Unemployed
2020 - 2021 (1 year)
Kangaroo Moving
2019 - 2020 (1 year)
BCJ Financial
2016 - 2018 (2 years)
Dixie State University
2015 - 2016 (1 year)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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.
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