PJ Gibbs, CFP® Trella Wealth
- Virtual, Bowling Green, KY 42013
- (270) 238-8059
- http://www.trellawealth.com/
About PJ Gibbs, CFP®
PJ Gibbs, CFP is a virtual financial planner located in Bowling Green, KY. He founded Trella Wealth to help busy professionals take control of their money so they can focus on their families and careers.
Trella Wealth provides comprehensive financial planning to help ensure you’re growing wealth in the way that best supports your family. We provide investment management, equity compensation planning, employee benefits planning, tax planning, and estate planning.
We understand that planning is a process. So, our goal is to build long term relationships so we can be there to adjust your plans as life changes.
Disclosure
The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.
XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.
Ideal Clients
- Equity Recipients (RS/RSU SOP ESPP)
- Gen X
- Mid-Career Professionals
- Wealth Management
Ways Advisor Charges
- Monthly Fee
- Quarterly Fee
- Flat Fee
- Assets Under Management
Fee Options
- Monthly Fee: $150+/mo
- Quarterly Fee: $450+/qtr
- Flat Fee: $499+/engagement
- Assets Under Management: 1.00%
SEC Records
Disclosure
The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.
XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.
