Trek Wealth PlanningFinancial advisor in Columbia, MO

Also ranked: #2 of 5 wealth managers in Columbia#7 of 15 financial planners in Columbia

Trek Wealth Planning is a financial advisor at 910 E Broadway Ste 200, Columbia, MO 65201, ranked #7 of 24 financial advisors in Columbia and rated 5.0 from 12 Google reviews. Open Monday to Friday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Columbia, MOUpdated November 9, 20260 paid placements in any rankingHow we rank

Call (573) 367-5577 Website ↗

Key facts

Key facts about Trek Wealth Planning
Address	910 E Broadway Ste 200, Columbia, MO 65201Get directions
Phone	(573) 367-5577
Website	trekwealth.com
Hours	Monday to Friday: 9 AM – 5 PM
Google rating	5.0 from 12 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

Financial Advisorsmain specialtyGoogle main category
Financial PlannersGoogle main category
Wealth Managementbusiness name
Investment Advisorsadditional Google category

Service area

Serves Columbia and 1 town within 25 miles: Fulton.

Based in Columbia, MOView on map

Opening hours

Opening hours for Trek Wealth Planning
Day	Hours
Monday	9 AM – 5 PM
Tuesday	9 AM – 5 PM
Wednesday	9 AM – 5 PM
Thursday	9 AM – 5 PM
Friday	9 AM – 5 PM
Saturday	Closed
Sunday	Closed

Open evenings — no
Open Saturdays — no
Open Sundays — no

Questions about Trek Wealth Planning

How is Trek Wealth Planning ranked in Columbia?

Trek Wealth Planning is ranked #7 of 24 financial advisors in Columbia by RFA Score, with 70 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What are Trek Wealth Planning’s hours?

Trek Wealth Planning is open Monday to Friday. Its listed hours are Monday to Friday, 9 AM – 5 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does Trek Wealth Planning serve?

Serves Columbia and 1 town within 25 miles: Fulton. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about Trek Wealth Planning?

Trek Wealth Planning has a rating of 5.0 from 12 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact Trek Wealth Planning?

Call Trek Wealth Planning on (573) 367-5577. The business is at 910 E Broadway Ste 200, Columbia, MO 65201. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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Compare nearby financial advisors

Trek Wealth Planning compared with nearby businesses
Business	Rank	RFA Score	Google rating	Saturday	Sunday	Distance away
Trek Wealth Planning (this business)	—	70	5.0 (12)	No	No
Joel Eisleben, CPA	#5	70	5.0 (12)	No	No	3.2 mi
Forum Advisory Services \| Bryan Bolten, ChFC®	#6	70	5.0 (12)	No	No	2.6 mi
Aligned Wealth Group	#8	69	5.0 (10)	No	No	4.5 mi

See all 24 ranked financial advisors in Columbia