Trek Wealth Planning

Financial planning in Columbia, MO

State registeredNo commissions reported

Call (573) 367-5577 Send a message Map ↗

Public-record details

Address: 910 E Broadway, Suite 200, Columbia, MO 65201
Phone: (573) 367-5577
Listed under: Financial planning, Hourly fees, Flat / fixed fees, % of assets managed
Legal name: Trek Wealth Planning, LLC
CRD number: 307671
Registration: State registered: KS, MO
Compensation (Form ADV 5.E): Percentage of assets under management; Hourly charges; Fixed fees
Commissions: None reported (Form ADV Item 5.E)
Services (Form ADV 5.G): Financial planning; Portfolio management for individuals/small businesses; Selection of other advisers
Regulatory assets under management: $23.9 million
Accounts managed: 185
Clients reported (Form ADV 5.D): 39
Individual / high-net-worth clients: 31 / 8
Employees: 1
Other business activities (Form ADV 6.A): None reported
Disclosures reported on Form ADV: None reported
Latest Form ADV filing: 2026-09-03

State registered (KS, MO) investment adviser, CRD 307671, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

SEC IAPD summary for CRD 307671 — registration, Form ADV, the Part 2 brochure (fees, conflicts, minimums).
FINRA BrokerCheck — look up the individual advisers at this firm.
Firm website (as listed on Form ADV)

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. We do not rate or rank advisers.

All figures are self-reported by the firm on Form ADV Part 1A. The firm's Part 2A brochure (linked from IAPD) explains its fees, minimums and conflicts of interest in plain language — read it before you sign.

Other advisers in Columbia

Alexander Labrunerie & CO., INC.601 Nifong Blvd., Suite 3b · Columbia, MO 65203 · (573) 449-5313 · Financial planningCRD 117153 · % of assets, Fixed fees · $618.9 million AUMSEC registeredNo commissions reported Clarity Financial555 East Green Meadows Rd., Suite 7 · Columbia, MO 65201 · (573) 447-7007 · Financial planningCRD 158541 · Hourly charges, Fixed fees · $28.8 million AUMState registeredNo commissions reported Convergence Financial3919 S. Providence Road · Columbia, MO 65203 · (573) 818-2264 · Financial planningCRD 304146 · % of assets, Hourly charges, Fixed fees · $904.0 million AUMSEC registeredNo commissions reported Eagle Bluffs Wealth Management LLC2201 Old 63 South · Columbia, MO 65201 · (573) 507-9084 · Financial planningCRD 306311 · % of assets · $294.2 million AUMSEC registeredNo commissions reported Harrison Financial Planning204 Peach Way, Suite D · Columbia, MO 65203 · (573) 340-3979 · Financial planningCRD 311435 · % of assets, Hourly charges, Fixed fees · $32.0 million AUMState registeredNo commissions reported Hfp Investments601 Business Loop 70 West, Suite 221 · Columbia, MO 65203 · (800) 584-5882 · Financial planningCRD 315574 · % of assets, Hourly charges, Fixed fees · $3.6 million AUMState registeredNo commissions reported Jjp Capital Management, INC.112 South College Avenue · Columbia, MO 65201 · (573) 442-2763 · % of assets managedCRD 105374 · % of assets · $389.9 million AUMSEC registeredNo commissions reported Propartners Wealth501 Fay St, Suite 106 · Columbia, MO 65201 · (573) 693-4233 · Financial planningCRD 309875 · % of assets, Fixed fees · $74.4 million AUMState registeredNo commissions reported

All 12 in Columbia →