Financial Trex, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Financial Trex, LLC provides financial planning and portfolio management to individual and high-net-worth clients. Its services include comprehensive ongoing planning on a subscription basis, limited-scope hourly planning, discretionary investment management, and referrals to third‑party money managers (with Betterment identified as the primary outside manager).
The firm primarily uses a passive investment approach built with index mutual funds and ETFs, while also applying fundamental analysis and a due‑diligence process when recommending outside managers. Accounts are typically managed on a discretionary basis with the ability for clients to impose reasonable restrictions, and the firm states it does not aggregate client trades into block orders.
Distinctive features include the subscription-style comprehensive planning model with ongoing monitoring and the ability to credit prior hourly planning toward that service, a structure that differs from many AUM‑only or one‑time planning offerings. The firm also relies on third‑party platforms (primarily Betterment) and discloses receipt of platform and custodial benefits, and it does not provide separate written reports to investment management clients.
Client services
Expertise
Fee options
$0 - $500,000: 0.75% annually $500,001 - $1,000,000: 0.65% annually $1,000,001+: 0.55% annually
$325 per hour billed in 30-minute increments
Comprehensive Financial Planning ongoing fee paid quarterly, $650-$1,300 per quarter
Fee-only: Comprehensive Financial Planning: Upfront fee $650-$1,300, ongoing quarterly fee $650-$1,300; Hourly Financial Planning: $325 per hour
Main office
Spokane WA
Advisors at this office
1
Most active in
Idaho · Washington
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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