Aaron Flores
Trek Line Wealth · Horseshoe Bend, Idaho
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.
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Who they serve
- Retirees
- Pre-retirees
Facts
| Firm | Trek Line Wealth |
|---|---|
| Based in | Horseshoe Bend, Idaho |
| Fee model (firm's Form ADV) | Percentage of assets |
| Accepting new clients | Yes |
| Assets under management | $12.9M across 85 accounts |
| SEC registration | Investment adviser representative in CA, ID · CRD 7605995 |
| Exams passed | Series 65 (2022) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.treklinewealth.com |
How Aaron's firm compares
- Trek Line Wealth's average account is about $152,000, from its Form ADV (assets managed divided by 85 accounts).
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Questions about Aaron
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- Trek Line Wealth website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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