Firm
Trek Line Wealth
Horseshoe Bend, Idaho
Fee-only
Trek Line Wealth at a glance
- One of 70 fee-only firms based in Idaho in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 1 employee and 40 individual clients, 1 of them high net worth.
- Its average account is about $152,000 (assets it manages divided by its 85 accounts).
Fee-only advisors in Idaho · What fee-only advisors charge in Idaho
Facts
| Based in | Horseshoe Bend, Idaho |
|---|---|
| Website | treklinewealth.com |
| Phone | (208) 912-8641 |
Trek Line Wealth fees
Trek Line Wealth 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 | $13 million |
| Individual clients | 39 |
| High-net-worth clients | 1 |
| Accounts managed | 85 |
| Employees | 1 |
| Planning clients | 26-50 |
| Financial planning | Offered |
| Form ADV filed | August 19, 2026 |
| SEC record | CRD 322921 |