# Jordan Nietzel

> Jordan Nietzel is a fee-only financial advisor at Trek Wealth Planning in Columbia, Missouri, who holds the CFP and CFA credentials. Jordan charges an ongoing planning fee and focuses on retirement planning and tax planning.

Page: https://find.wellspent.co/advisors/jordan-nietzel/
Built from public directory listings; last checked October 28, 2026.

## Facts

- **Firm:** Trek Wealth Planning
- **Based in:** Columbia, Missouri
- **Fee model:** Ongoing planning fee
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $23.9M across 185 accounts
- **Credentials:** CFP, CFA
- **Specialties:** Retirement planning, Tax planning
- **CRD:** 6488542 (https://adviserinfo.sec.gov/individual/summary/6488542)
- **SEC registration:** Investment adviser representative in KS, MO, TX
- **Exams passed:** Series 63 (2015), Series 65 (2016)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://trekwealth.com

## Frequently asked questions

### Is Jordan Nietzel a fee-only financial advisor?

Yes. Jordan Nietzel is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Jordan's firm.

### How does Jordan Nietzel charge for financial advice?

Jordan Nietzel charges an ongoing planning fee.

### Where is Jordan Nietzel based?

Jordan Nietzel is based in Columbia, Missouri.

### What does Jordan Nietzel specialize in?

Jordan Nietzel's specialties include retirement planning and tax planning.

### What credentials does Jordan Nietzel hold?

Jordan Nietzel holds the CFP and CFA credentials.

### Is Jordan Nietzel registered with the SEC?

Yes. Jordan Nietzel is registered as an investment adviser representative in KS, MO and TX (CRD 6488542), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Trek Wealth Planning manage?

Trek Wealth Planning reports $23.9M across 185 accounts in assets under management.

### How do I contact Jordan Nietzel?

Through Jordan Nietzel's website, trekwealth.com.

## Sources

- XY Planning Network directory listing (https://www.xyplanningnetwork.com/find-an-advisor/jordan-nietzel-10824): XYPN members are fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://www.trekwealth.com/): specialties, clients served, and fees, checked October 28, 2026

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