Trella Wealth
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$19,222,406
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
49
16% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
49
HighAverage account size
$392,294
About
Trella Wealth serves individuals, families, and businesses by providing discretionary investment management, comprehensive and ongoing financial planning, and referrals for tax preparation. The firm also offers Employee Benefit Plan Services to retirement plan sponsors, advising on plan structure, investment options, and participant education, and includes institutional portfolio management among its client offerings.
Investment recommendations are built around client-specific investment policies and typically implemented with a primarily passive, Modern Portfolio Theory–informed approach supplemented by fundamental analysis. Accounts are managed on a discretionary basis when custodial relationships permit, and financial planning is available as one-time comprehensive plans or ongoing services with quarterly follow-ups; the firm will advise on assets it cannot custody (e.g., 401(k)s, 529s, variable annuities) but cannot trade those holdings.
Compared with many independent solo advisers, Trella Wealth’s provision of ERISA-aware services and acceptance of plan sponsor engagements (acknowledging a Section 3(21) fiduciary role) is a notable institutional capability for a small firm managing roughly $19.2 million for about 49 clients. The firm coordinates with third-party tax preparers (and may occasionally absorb those fees), participates in referral networks, and relies on custodial platforms that provide technology and operational support to its client service model.
Client services
Financial planning
Portfolio management
Expertise
Business ownership considerations
Entity structure planning (LLC, S-Corp)
Business exit / sale strategy
Cash flow / budgeting
College savings (529s, UTMA, etc.)
Occupation focus
Founder/Business Owner
Fee options
Comprehensive Financial Plan fees starting at $500, negotiable based on complexity and scope
$0 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.80% $3,000,001 - $5,000,000: 0.60% $5,000,001+: 0.40%
$200 per hour (used for early termination of Comprehensive Financial Plan)
Ongoing Planning fees starting at $250 per month or $750 per quarter ($5,000 annually), negotiable
Minimum fee: Employee Benefit Plan Services minimum annual fee of $1,500 (negotiable)
Main office location
Trella Wealth
Bowling Green KY, United States
Number of offices
1
Most active in
Trella Wealth has reported serving >5 clients in these states in the last 12 months.
Kentucky · Louisiana · Texas
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:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
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.
Forms ADV
Quick links
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")