F
Financial Trex, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$4,048,519
Total clients
158
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
158
Average account size
$25,624
About
Financial Trex, LLC provides financial planning and portfolio management to individual and high-net-worth clients. Its services include comprehensive ongoing planning on a subscription basis, limited-scope hourly planning, discretionary investment management, and referrals to third‑party money managers (with Betterment identified as the primary outside manager).
The firm primarily uses a passive investment approach built with index mutual funds and ETFs, while also applying fundamental analysis and a due‑diligence process when recommending outside managers. Accounts are typically managed on a discretionary basis with the ability for clients to impose reasonable restrictions, and the firm states it does not aggregate client trades into block orders.
Distinctive features include the subscription-style comprehensive planning model with ongoing monitoring and the ability to credit prior hourly planning toward that service, a structure that differs from many AUM‑only or one‑time planning offerings. The firm also relies on third‑party platforms (primarily Betterment) and discloses receipt of platform and custodial benefits, and it does not provide separate written reports to investment management clients.
Client services
Financial planning
Portfolio management
Expertise
Cash flow / budgeting
College savings (529s, UTMA, etc.)
General estate planning guidance
Fee options
$0 - $500,000: 0.75% annually $500,001 - $1,000,000: 0.65% annually $1,000,001+: 0.55% annually
$325 per hour billed in 30-minute increments
Comprehensive Financial Planning ongoing fee paid quarterly, $650-$1,300 per quarter
Fee-only: Comprehensive Financial Planning: Upfront fee $650-$1,300, ongoing quarterly fee $650-$1,300; Hourly Financial Planning: $325 per hour
Main office location
Financial Trex, LLC
Spokane WA, United States
Number of offices
1
Most active in
Financial Trex, LLC has reported serving >5 clients in these states in the last 12 months.
Idaho · Washington
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.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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