A complete list of active advisors currently associated with Financial Trex, LLC

Warmer can help you find a great advisor at Financial Trex, LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Financial Trex, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.