Tron Welch
Tron Welch is a CFP-designated registered investment advisor at Welch Financial Planning, LLC, based in Boulder, CO, with 24 years of industry experience. Tron operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Retirement Planning, Tax Planning. Their firm serves 157 clients with $200M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3M+ | 0.75% |
Fee is negotiable based on the size and number of accounts managed.
Fee Estimator
Location
1790 38th Street, Ste. 205, Boulder, CO, 80301
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Tron is involved in various activities, including volunteering for local charities and Team Rubicon, owning rental properties through Trasa, LLC and Trasa Rentals, LLC, and managing HOW INVESTMENTS, LLC. He also works as a tax preparer, insurance agent, instructor, and advisor at Welch Financial Planning, LLC and WealthPlan Partners, and owns Velociraptor3PL, a warehouse business, dedicating about 10% of his time to it.
Employment History
Current Registrations
Welch Financial Planning, LLC
Previous Registrations
Wealthplan Partners
Securities America, INC.Broker
Wealthplan Partners
Cambridge Investment Research, INC.Broker
Cambridge Investment Research Advisors, INC.
VALIC Financial Advisors, INC.
VALIC Financial Advisors, INC.Broker
American Express Financial Advisors, INC.
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.