# Wayne Kurtz

> Wayne Kurtz is a fee-only financial advisor at Green Trail Investments in Wexford, Pennsylvania, who holds the CFP credential. Green Trail Investments reports charging hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/wayne-kurtz/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Green Trail Investments
- **Based in:** Wexford, Pennsylvania
- **Fee model (firm's Form ADV):** Hourly; Fixed fees
- **Assets under management (firm):** $25.3M across 78 accounts
- **Credentials:** CFP
- **CRD:** 2521085 (https://adviserinfo.sec.gov/individual/summary/2521085)
- **SEC registration:** Investment adviser representative in PA
- **Exams passed:** Series 63 (1994), Series 65 (1996)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** http://www.greentrailinvestments.com/

## Frequently asked questions

### Is Wayne Kurtz a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Wayne holds no broker registration, and Green Trail Investments reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Wayne charge for financial advice?

Wayne's firm, Green Trail Investments, reports charging hourly fees and fixed fees on its SEC Form ADV.

### Where is Wayne Kurtz based?

Wayne Kurtz is based in Wexford, Pennsylvania.

### What credentials does Wayne Kurtz hold?

Wayne Kurtz holds the CFP credential.

### Is Wayne Kurtz registered with the SEC?

Yes. Wayne Kurtz is registered as an investment adviser representative in PA (CRD 2521085), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Green Trail Investments manage?

Green Trail Investments reports $25.3M across 78 accounts in assets under management.

### How do I contact Wayne Kurtz?

Through Wayne's website, www.greentrailinvestments.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2521085): 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
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

---

Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.