Wayne Kurtz
Green Trail Investments · Wexford, Pennsylvania
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.
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Facts
| Firm | Green Trail Investments |
|---|---|
| Based in | Wexford, Pennsylvania |
| Fee model (firm's Form ADV) | Hourly · Fixed fees |
| Assets under management | $25.3M across 78 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in PA · CRD 2521085 |
| Exams passed | Series 63 (1994) · Series 65 (1996) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.greentrailinvestments.com |
| Profile |
How Wayne's firm compares
- Green Trail Investments's average account is about $324,000, from its Form ADV (assets managed divided by 78 accounts).
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Questions about Wayne
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.
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
- 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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