Stephanie Trexler
Golden Goose Wealth Planning · Grand Rapids, Michigan
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.
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Specialties
Who they serve
- Mid-life transitions
- Divorced individuals
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 |
| Accepting new clients | Yes |
| Assets under management | $4.9M across 34 accounts |
| Credentials | CFP · MS · MSFP |
| SEC registration | Investment adviser representative in MI, TX · CRD 6245822 |
| Exams passed | Series 66 (2014) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | ggwealthplanning.com |
| Profile |
How Stephanie's firm compares
- Ongoing planning starts at $3,900 a year, above the Michigan median of $3,000 for fee-only firms that publish prices.
- Golden Goose Wealth Planning's average account is about $144,000, from its Form ADV (assets managed divided by 34 accounts).
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Questions about Stephanie
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- XY Planning Network directory listing : XYPN members are fee-only
- Golden Goose 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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