David Paul Andersen

Trek Financial

30 Years of Experience

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Firm Information

Trek Financial

Compensation

Fee-Only (AUM)Fixed/Hourly

Number of Advisors

59 advisors

Number of Clients

5,035 clients

Average Client Portfolio

$495K average

Assets Under Management

$2.5B

Fee Structure

Investment management fees are based on an advisory agreement between the client and Trek Financial. The fees cover discretionary advice. Financial planning fees are negotiable, and may be waived or reduced at the discretion of the investment advisor representative. Additional fees may apply for certain model portfolios and options strategies.

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Areas of Practice

Investment ManagementFinancial Planning & CoachingRetirement PlanningEstate PlanningTax Planning

Advisor Information

Office location

3515 South 4625 West, West Haven, UT, 84401

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Regulatory History (1)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

September 2016

Denied

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Other Business ActivitiesSells Insurance

David owns and operates a pecan farm, dedicating a few hours per week. He is also an insurance representative for Trek Financial Group, spending a few hours per week finding insurance products for clients, and a board member for Lake Proctor Water Authority, spending minimal time.