Jordan Nietzel, CFP®, CFA Trek Wealth Planning

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About Jordan Nietzel, CFP®, CFA

I started Trek Wealth Planning because I wanted to give people freedom from money anxiety. The nagging worries of “Am I saving enough?” or “How much can I afford to spend?” spill over into all aspects of our lives. But a good plan can bring a sense of freedom over your money and your life.

– Do you wonder how much you need to save in order to retire someday?
– Do you have insurance set up to protect your family in a worst-case scenario?
– Can you afford a pay cut in order to take your dream job?
– Are you putting your hard-earned savings to work for you?

We will develop a plan to help you answer these questions so you can focus on the things that are most important to you.

Trek Wealth Planning was built around some key values.
– Serve our clients with quality financial planning and excellent service
– Be transparent in how we charge and how we operate
– Educate our clients on the why behind our recommendations
– Keep it simple – don’t overcomplicate
– Be active in and serve our community

When I’m not creating financial plans, you may find me playing outside with my 3 kids, visiting a local craft brewery, or cheering for my alma mater, the Missouri Tigers.

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Ideal Clients

  • Cash Flow/Budgeting
  • Gen X
  • Investment Planning & Management
  • Retirement Planning

Ways Advisor Charges

  • Monthly Fee
  • Hourly
  • Assets Under Management

Fee Options

  • Monthly Fee: $250+/mo
  • Hourly Fee: $250+/hr
  • Assets Under Management: 1.00%

SEC Records

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