PJ Gibbs
Trella Wealth · Bowling Green, Kentucky
PJ Gibbs is a fee-only financial advisor at Trella Wealth in Bowling Green, Kentucky, who holds the CFP credential. Trella Wealth reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Trella Wealth |
|---|---|
| Based in | Bowling Green, Kentucky |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $19.2M across 171 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in KY, LA, TX · CRD 6455252 |
| Exams passed | Series 65 (2015) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Profile |
How PJ's firm compares
- Trella Wealth's average account is about $112,000, from its Form ADV (assets managed divided by 171 accounts).
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Questions about PJ
Is PJ Gibbs a fee-only financial advisor?
Yes. PJ Gibbs 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 PJ's firm.
How does PJ charge for financial advice?
PJ's firm, Trella Wealth, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is PJ Gibbs based?
PJ Gibbs is based in Bowling Green, Kentucky.
What credentials does PJ Gibbs hold?
PJ Gibbs holds the CFP credential.
Is PJ Gibbs registered with the SEC?
Yes. PJ Gibbs is registered as an investment adviser representative in KY, LA and TX (CRD 6455252), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Trella Wealth manage?
Trella Wealth reports $19.2M across 171 accounts in assets under management.
How do I contact PJ Gibbs?
Contact details aren't on file yet. Search for Trella Wealth.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- 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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