Jordan Nietzel is a CFP-designated registered investment advisor at Trek Wealth Planning, based in Columbia, MO, with 7 years of industry experience. Jordan 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 39 clients with $24M 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 $500K | 1.50% |
| $500K - $2.0M | 0.50% |
| $2M+ | 0.25% |
Fees are blended, calculated on average daily balances, and paid quarterly in arrears. Fees are negotiable.
Fee Estimator
Contact
Jordan Nietzel
Location
910 E Broadway, Suite 200, Columbia, MO, 65201
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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
Jordan provides consulting services to financial services companies since December 2022. This requires minimal time.
Employment History
Current Registrations
Trek Wealth Planning
Previous Registrations
Origin Financial
Blooom, INC.
State Registrations3 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
Additional Information
When I’m not creating financial plans, you may find me playing outside with my 3 kids, visiting a local craft brewery, or cheering for my alma mater, the Missouri Tigers.
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