# Aaron Flores

> Aaron Flores is a fee-only financial advisor at Trek Line Wealth in Horseshoe Bend, Idaho. Trek Line Wealth reports charging a percentage of assets on its Form ADV.

Page: https://find.wellspent.co/advisors/aaron-flores/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Trek Line Wealth
- **Based in:** Horseshoe Bend, Idaho
- **Fee model (firm's Form ADV):** Percentage of assets
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $12.9M across 85 accounts
- **Works with:** Retirees, Pre-retirees
- **CRD:** 7605995 (https://adviserinfo.sec.gov/individual/summary/7605995)
- **SEC registration:** Investment adviser representative in CA, ID
- **Exams passed:** Series 65 (2022)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** http://www.treklinewealth.com

## Frequently asked questions

### Is Aaron Flores a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Aaron holds no broker registration, and Trek Line Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Aaron charge for financial advice?

Aaron's firm, Trek Line Wealth, reports charging a percentage of assets on its SEC Form ADV.

### Where is Aaron Flores based?

Aaron Flores is based in Horseshoe Bend, Idaho.

### Is Aaron Flores registered with the SEC?

Yes. Aaron Flores is registered as an investment adviser representative in CA and ID (CRD 7605995), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Trek Line Wealth manage?

Trek Line Wealth reports $12.9M across 85 accounts in assets under management.

### How do I contact Aaron Flores?

Through Aaron's website, www.treklinewealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7605995): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.treklinewealth.com/): specialties, clients served, and fees, checked October 30, 2026

---

Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.