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
About
Trek Wealth Planning provides comprehensive financial planning and discretionary portfolio management to individual clients, including high-net-worth individuals, and also works with charitable organizations. The firm offers ongoing wealth management as well as project-based financial planning and investment-management-only engagements.
The firm tailors portfolios and plans to each client's goals and tolerance, employing fundamental, technical, and cyclical analysis and a mix of passive and active ETFs and mutual funds to construct allocations. Accounts and plans are reviewed on a regular schedule (portfolio reviews at least quarterly and financial plans at least annually), and the firm recommends custodians such as Altruist Financial and Charles Schwab, with the option for clients to enroll in the Altruist One bundled program.
Compared with many independent advisers, Trek’s client mix including charitable organizations is relatively uncommon, and it manages roughly $24 million across a modest client base, which may reflect more individualized attention. The firm’s principal holds the CERTIFIED FINANCIAL PLANNER® designation and brings prior experience in investment operations and fintech-adjacent roles, and the firm does not vote client proxies, leaving voting responsibility to clients.
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.
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.
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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