Michael Trekas
Meridian Business Group · River Grove, Illinois
Michael Trekas is a fee-only financial advisor at Meridian Business Group in River Grove, Illinois. Michael focuses on estate & legacy planning and retirement planning. Meridian Business Group reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | Meridian Business Group |
|---|---|
| Based in | River Grove, Illinois |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $22.9M across 132 accounts |
| SEC registration | Investment adviser representative in IL, WI · CRD 4225955 |
| Exams passed | Series 63 (2000) · Series 65 (2001) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.mybnow.com |
How Michael's firm compares
- Meridian Business Group's average account is about $174,000, from its Form ADV (assets managed divided by 132 accounts).
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Questions about Michael
Is Michael Trekas a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Michael holds no broker registration, and Meridian Business Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Michael charge for financial advice?
Michael's firm, Meridian Business Group, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Michael Trekas based?
Michael Trekas is based in River Grove, Illinois.
What does Michael specialize in?
Michael's specialties include estate & legacy planning and retirement planning.
Is Michael Trekas registered with the SEC?
Yes. Michael Trekas is registered as an investment adviser representative in IL and WI (CRD 4225955), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Meridian Business Group manage?
Meridian Business Group reports $22.9M across 132 accounts in assets under management.
How do I contact Michael Trekas?
Through Michael's website, www.mybnow.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
- Meridian Business Group 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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