# Stephanie Trexler

> Stephanie Trexler is a fee-only financial advisor at Golden Goose Wealth Planning in Grand Rapids, Michigan, who holds the CFP, MS and MSFP credentials. Stephanie charges a percentage of assets and an ongoing planning fee (ongoing planning from $3,900 a year and 1% a year on the first tier of assets managed) and focuses on retirement planning, estate & legacy planning and tax planning.

Page: https://find.wellspent.co/advisors/stephanie-trexler/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Golden Goose Wealth Planning
- **Based in:** Grand Rapids, Michigan
- **Fee model:** Percentage of assets; Ongoing planning fee
- **Fees (firm's website):** ongoing planning from $3,900 a year; 1% a year on the first tier of assets managed; a $400,000 asset minimum
- **Works virtually:** Yes (firm's website)
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $4.9M across 34 accounts
- **Credentials:** CFP, MS, MSFP
- **Specialties:** Retirement planning, Estate & legacy planning, Tax planning, Divorce financial planning
- **Works with:** Mid-life transitions, Divorced individuals
- **CRD:** 6245822 (https://adviserinfo.sec.gov/individual/summary/6245822)
- **SEC registration:** Investment adviser representative in MI, TX
- **Exams passed:** Series 66 (2014)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** http://ggwealthplanning.com

## Frequently asked questions

### Is Stephanie Trexler a fee-only financial advisor?

Yes. Stephanie Trexler is listed in the NAPFA directory (NAPFA admits only fee-only advisors) and 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 Stephanie's firm.

### How does Stephanie charge for financial advice?

Stephanie charges a percentage of assets and an ongoing planning fee.

### How much does Stephanie charge?

According to Golden Goose Wealth Planning's website, checked October 28, 2026: ongoing planning from $3,900 a year; 1% a year on the first tier of assets managed; a $400,000 asset minimum.

### Does Stephanie work with clients virtually?

Yes. Golden Goose Wealth Planning says on its website that it works with clients remotely.

### Where is Stephanie Trexler based?

Stephanie Trexler is based in Grand Rapids, Michigan.

### What does Stephanie specialize in?

Stephanie's specialties include retirement planning, estate & legacy planning, tax planning and divorce financial planning. Stephanie works with mid-life transitions and divorced individuals.

### What credentials does Stephanie Trexler hold?

Stephanie Trexler holds the CFP, MS and MSFP credentials.

### Is Stephanie Trexler registered with the SEC?

Yes. Stephanie Trexler is registered as an investment adviser representative in MI and TX (CRD 6245822), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Golden Goose Wealth Planning manage?

Golden Goose Wealth Planning reports $4.9M across 34 accounts in assets under management.

### How do I contact Stephanie Trexler?

Through Stephanie's website, ggwealthplanning.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/46212): NAPFA admits only fee-only advisors
- XY Planning Network directory listing: 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.ggwealthplanning.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.