Tron Welch
Welch Financial Planning · Boulder, Colorado
Tron Welch is a fee-only financial advisor at Welch Financial Planning in Boulder, Colorado, who holds the CFP credential. Tron focuses on retirement planning and tax planning. Welch Financial Planning reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | Welch Financial Planning |
|---|---|
| Based in | Boulder, Colorado |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $198.1M across 514 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CO · CRD 4485276 |
| Exams passed | Series 66 (2002) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.welchfp.com |
| Profile |
How Tron's firm compares
- Welch Financial Planning's average account is about $385,000, from its Form ADV (assets managed divided by 514 accounts).
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Questions about Tron
Is Tron Welch a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Tron holds no broker registration, and Welch Financial Planning reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Tron charge for financial advice?
Tron's firm, Welch Financial Planning, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Tron Welch based?
Tron Welch is based in Boulder, Colorado.
What does Tron specialize in?
Tron's specialties include retirement planning and tax planning.
What credentials does Tron Welch hold?
Tron Welch holds the CFP credential.
Is Tron Welch registered with the SEC?
Yes. Tron Welch is registered as an investment adviser representative in CO (CRD 4485276), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Welch Financial Planning manage?
Welch Financial Planning reports $198.1M across 514 accounts in assets under management.
How do I contact Tron Welch?
Through Tron's website, www.welchfp.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
- Welch Financial Planning 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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