Firm
Treger & Associates
Lexington, Virginia
Fee-only
Treger & Associates at a glance
- One of 305 fee-only firms based in Virginia in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 1 employee and 55 individual clients, 18 of them high net worth.
- Its average account is about $418,000 (assets it manages divided by its 214 accounts).
Fee-only advisors in Virginia · What fee-only advisors charge in Virginia
Facts
| Based in | Lexington, Virginia |
|---|---|
| Phone | (540) 461-3321 |
Treger & Associates fees
Treger & Associates doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
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 |
|---|---|
| Assets managed | $90 million |
| Individual clients | 37 |
| High-net-worth clients | 18 |
| Accounts managed | 214 |
| Employees | 1 |
| Planning clients | 26-50 |
| Registered with | The SEC (801-130767) |
| Financial planning | Offered |
| Form ADV filed | March 11, 2026 |
| SEC record | CRD 115164 |