Trek Wealth Planning
Columbia, Missouri
Trek Wealth Planning at a glance
- One of 136 fee-only firms based in Missouri in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 39 individual clients, 8 of them high net worth.
- Its average account is about $129,000 (assets it manages divided by its 185 accounts).
- Its website says it's taking new clients.
Fee-only advisors in Missouri · What fee-only advisors charge in Missouri
Facts
| Based in | Columbia, Missouri |
|---|---|
| Website | trekwealth.com |
| [email protected] | |
| Phone | (573) 367-5577 |
Questions about Trek Wealth Planning
How is Trek Wealth Planning paid?
Trek Wealth Planning's Form ADV says it is paid by: percentage of assets, hourly, fixed fees.
How many advisors does Trek Wealth Planning have in the Wellspent public graph?
The Wellspent public graph lists 1 advisor at Trek Wealth Planning.
What is the average account at Trek Wealth Planning?
Trek Wealth Planning's average account is about $129,000. That's the assets on its Form ADV divided by its 185 accounts.
What does Trek Wealth Planning specialize in?
Trek Wealth Planning's advisors and website list retirement planning and tax planning.
Is Trek Wealth Planning accepting new clients?
Yes, according to Trek Wealth Planning's website, checked October 28, 2026.
Trek Wealth Planning fees
Trek Wealth Planning doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: ongoing planning fee. 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 · Hourly · Fixed fees |
|---|---|
| Assets managed | $24 million |
| Individual clients | 31 |
| High-net-worth clients | 8 |
| Accounts managed | 185 |
| Employees | 1 |
| Planning clients | 26-50 |
| Financial planning | Offered |
| Form ADV filed | September 3, 2026 |
| SEC record | CRD 307671 |