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      Trajan Wealth

      Engaged Employer

      Trajan Wealth reviews

      3.2

      48% would recommend to a friend

      (29 total reviews)
      avatar

      Jeff Junior

      50% approve of CEO

      47% positive business outlook

      Ratings by demographic groups

      Trajan Wealth has an employee rating of 3.2 out of 5 stars, based on 29 company reviews on Glassdoor which indicates that most employees have a good working experience there. The Trajan Wealth employee rating is in line with the average (within 1 standard deviation) for employers within the Finanzas industry (3.7 stars).

      Reviews by job title

      29 reviews
      1.0
      Nov 1, 2025

      Scam Company

      Portfolio manager
      Recommend
      CEO approval
      Business Outlook

      Pros

      Location in a nice area.

      Cons

      Super high fees, lock most clients into annuities with high hidden fees, horrible service, and owner knows he’s scamming clients.

      avatar
      Trajan Wealth Response
      7mo
      We're sorry you feel we should be sued. Our fees are disclosed in our ADV, they are prominently disclosed to clients and are in line with the industry average. Annuities account for approximately 25% of our business with a typical fee of 1% or less per year. Our annuity fees are some of the lowest in the industry and we take great pride being an industry leader. We have been named Best Financial Company by USA Today for 3 years in a row and nominated as Best Workplace 2 years in a row. We wish you the best.
      5.0
      Oct 31, 2025

      Strong culture and growth

      Anonymous employee
      Recommend
      CEO approval
      Business Outlook

      Pros

      Integrity, competency and innovation are valued and there are opportunities for professional growth as the company grows.

      Cons

      It's the not the right place for people who don't want to be held accountable or work hard.

      1.0
      Oct 12, 2025

      Wealth management built on pressure, ego, and unrealistic expectations

      Fiduciary advisor
      Recommend
      CEO approval
      Business Outlook

      Pros

      The concept of helping clients secure their financial futures sounded noble.

      Cons

      The atmosphere was suffocating. Sales quotas ruled everything, and genuine client care took a backseat to aggressive numbers chasing. The culture rewarded whoever could talk the loudest, not whoever worked the hardest. I joined hoping for professionalism and ethics but found arrogance and burnout instead.

      avatar
      Trajan Wealth Response
      7mo
      We're sorry for your experience and will integrate your advice further. We wish you the best.
      Viewing 4 - 6 of 29 Reviews
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      ReviewsTrajan Wealth reviews

      Glassdoor has 30 Trajan Wealth reviews submitted anonymously by Trajan Wealth employees. Read employee reviews and ratings on Glassdoor to decide if Trajan Wealth is right for you.