Stephanie Trexler is a CFP-designated registered investment advisor at Golden Goose Wealth Planning, based in Ada, MI, with 11 years of industry experience. Stephanie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 17 clients with $4.9M 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 $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.25% |
Fees are blended and paid quarterly in arrears. Minimum annual fee is $4,000. Betterment sub-advisor charges an additional 0.15% third-party management fee.
Fee Estimator
Location
Ada, MI
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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 Activities
Stephanie works as an Investment Adviser Representative for Golden Goose Wealth Planning since January 2021, providing investment advice and financial planning. This activity takes nearly full-time, including during trading hours.
Employment History
Current Registrations
Golden Goose Wealth Planning
Previous Registrations
Origin Financial
Grand Wealth Management, LLC
Girard Securities, INC.
Girard Securities, INC.Broker
Dominion Investor Services, INC.Broker
State Registrations2 states
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.
Exams
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