PJ Gibbs, CFP® Trella Wealth

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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.

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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

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