Jordan Nietzel
Trek Wealth Planning · Columbia, Missouri
Jordan Nietzel is a fee-only financial advisor at Trek Wealth Planning in Columbia, Missouri, who holds the CFP and CFA credentials.
- $24M
- Firm assets managed
- $129,000
- Firm's average account
- 2015
- First securities exam
What Jordan focuses on
How does Jordan's firm compare?
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Trek Wealth Planning's average account is about $129,000, from its Form ADV (assets managed divided by 185 accounts).
Questions about Jordan
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
The full record
| Firm | Trek Wealth Planning |
|---|---|
| Based in | Columbia, Missouri |
| Fee model | Ongoing planning fee |
| Accepting new clients | Yes |
| Assets under management | $23.9M across 185 accounts |
| Credentials | CFP · CFA |
| SEC registration | Investment adviser representative in KS, MO, TX · CRD 6488542 |
| Exams passed | Series 63 (2015) · Series 65 (2016) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | trekwealth.com |
| Profile |
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Other fee-only advisors in Columbia
Other advisors in Missouri who focus on retirement planning
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- Trek Wealth Planning website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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