Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters 1

Find a financial advisor

Based on your filters

user avatar
firm logo

Aaron F

Series 65

Horseshoe Bend, ID

Trek Line Wealth

Aaron Flores is a financial advisor at Trek Line Wealth with four years of industry experience. He holds a Series 65 designation and has previously been involved with My Day Counts for eleven years. Trek Line Wealth is an independent registered investment adviser that provides discretionary portfolio management and integrated financial planning services to individuals, high-net-worth clients, small businesses, charitable organizations, and private foundations. The firm employs a globally diversified, long-term investment approach using fundamental and quantitative analysis with a focus on index funds, ETFs, and select individual equities.

General retirement planning Private / alternative investments
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")