PlannerFees

Trek Wealth Planning fees and pricing

Financial planner in Columbia, Missouri. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated September 3, 2026, Trek Wealth Planning charges a flat or project fee of $1,200⁠-⁠$2,400 and an annual fee of $4,800⁠-⁠$9,600 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed September 3, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee
$1,200⁠-⁠$2,400
“The Initial Fee is typically a fixed fee ranging from $1,200 - $2,400.”
Annual fee
$4,800⁠-⁠$9,600/yr
“Ongoing Financial Planning Services Ongoing Financial Planning consists of an annual fee ranging from $4,800 to $9,600.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Trek Wealth Planning bills

Payment and refund terms, quoted from the fee section of the brochure.

  • “In addition, because our fees may be negotiable in some cases, some clients may have 6 different fee structures than the standard fees outlined below.”
  • “We will send you an invoice reflecting the formula used to calculate the fee, the amount of AUM on which the fee is calculated, and the time period covered by the fee.”
  • “We urge you to contact us if you have any questions or concerns about an invoice.”

How Trek Wealth Planning’s fees compare

  • Its flat or project fee of $1,200-$2,400 is below the Missouri median of $3,550. 17% of the 77 other Missouri planners that publish a flat or project fee charge less.
  • None of the 3 other planners in Columbia that publish a flat or project fee charge less.
  • Its annual fee of $4,800-$9,600 spans the Missouri median of $6,000. 56% of the 45 other Missouri planners that publish an annual fee charge less.
  • 2 of the 3 other planners in Columbia that publish an annual fee charge less.

About Trek Wealth Planning

“Ongoing Financial Planning Services TWP will develop a comprehensive financial plan to help you make informed decisions regarding finances, achieve financial goals, plan for future needs, minimize risks, and optimize financial resources.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Principal: Jordan Nietzel
  • Solo practice: one person runs the firm, so you work directly with the planner.
  • Credentials named in the brochure: CFP®.
  • Registered as an adviser: 2020 (6 years).

Planning areas mentioned in the brochure

  • Retirement planning
  • Tax planning
  • Estate planning
  • College planning
  • Business owners
  • Cash flow and budgeting

Firm details from Form ADV

How the firm is paid
Hourly fees, fixed or flat fees, percentage of assets under management
Charges a % of assets
Yes
Highest asset based fee in brochure
2% a year
Clients
39
Employees
1
Works with
Individuals and high net worth individuals
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
Assets managed
$23,940,424
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
307671
Website
trekwealth.com (opens in new tab)
Phone
(573) 367-5577

Can advise clients in 2 states: Kansas, Missouri

Other planners in Columbia that publish fees

Compare all 12 planners in Columbia

Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.