Firm
Financial Trex
Spokane, Washington
Fee-only
Financial Trex at a glance
- One of 298 fee-only firms based in Washington in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee.
- Its average account is about $506,000 (assets it manages divided by its 8 accounts).
- Its ongoing planning fee starts at $2,600 a year, below the Washington median of $4,500.
- Its hourly rate of $325 is in line with the Washington median of $300.
- Its website says it's taking new clients.
Fee-only advisors in Washington · What fee-only advisors charge in Washington
Facts
| Based in | Spokane, Washington |
|---|---|
| Website | financialtrex.com |
| [email protected] | |
| Phone | (773) 688-8739 |
Financial Trex fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $2,600 a year |
|---|---|
| Hourly | $325 an hour |
| Asset-based fee | 0.45% to 0.75% a year |
| How it charges | Percentage of assets · Ongoing planning fee · Hourly |
In the firm's words
"Optional investment management service charged at 0.45-0.75% of assets under management." source
"Optional investment management service charged at 0.45-0.75% of assets under management." source
"$800 - $1,300 initial payment with $650 - $1,300 per quarter" source
"$325 per hour" source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $4 million |
| Accounts managed | 8 |
| Employees | 1 |
| Planning clients | 101-250 |
| Financial planning | Offered |
| Form ADV filed | February 28, 2026 |
| SEC record | CRD 283951 |