Trek Wealth Planning
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$23,940,424
Total clients
39
21% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
39
Average account size
$613,857
Client services
Financial planning
Portfolio management
Fee options
$0 - $1,000,000: 1.00% annually Over $1,000,000 - $2,000,000: 0.75% annually Over $2,000,000+: 0.50% annually
Project-Based Financial Planning Services at $350 per hour, billed in 5-minute increments, negotiable
Minimum fee: Annual Wealth Management Fee ranging from $4,200 to $30,000, payable quarterly in advance, negotiable Fee-only: Project-Based Financial Planning Services at $350 per hour, billed in 5-minute increments, negotiable
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Main office location
Trek Wealth Planning
910 E Broadway, Suite 200
Columbia MO 65201, United States
Number of offices
1
Forms ADV
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