Trajan Wealth reviews

3.2

48% would recommend to a friend

(29 total reviews)
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Jeff Junior

50% approve of CEO

47% positive business outlook

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 Financeiro industry (3.7 stars).

Reviews by job title

29 reviews
1.0
Apr 24, 2020

Don't work here!!!

Recommend
Business Outlook

Pros

They allowed us to take lunch sometimes

Cons

They love to lie about everything

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Trajan Wealth Response
6y
Lacks substance, facts and rationale. More than likely a competing financial advisor taking advantage of anonymity.
1.0
Nov 20, 2023

Toxic Cronyism

Anonymous employee
Recommend
Business Outlook

Pros

Some people who work there are nice.

Cons

They seem to be stuck in the 1990s and don't feel you should question authority or bring new ideas. Owner changes his mind on the flip of a coin and doesn't care about merit, it's all about who compliments him the most. Very toxic, poor comp and benefits.

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Trajan Wealth Response
2y
You were the same person who posted as a candidate who declined our offer last week... you can't be both. Here is the previous response we posted: We have grown 40% YOY since I started the company. We are certainly not stuck in anything let alone the 90's. Our success has everything to do with our great people. Sometimes they have good days and sometimes they have bad days, but regardless, they get back up, shake it off and get back to working on the vision I have laid the foundation for just over 10 years ago. Since you interviewed, we have opened 4 new offices - further showing the resilience of our team and the fact that more people buy into our values and vision than not. Sure, we may have a toxic employee or toxic candidate from time to time, but we do our best to eliminate them, quickly. While you are busy posting anonymously about your feelings not taking ownership or accountability, know we'll be back here making a difference and doing our best to help people live their best financial lives. All the best to you.
2.0
Sep 15, 2025
Recommend
Business Outlook

Pros

The pay and benefits seemed attractive at first, with a decent salary and company-paid medical coverage. It quickly became clear that this was just a lure to trap employees into a nightmare.

Cons

Executive leadership is obsessed with growth and revenue, but the staff beneath them bear the full weight of their ambition. Incoming accounts and clients pile on an impossible workload, and asking for help only makes things worse. Requests for support are ignored, deadlines are tightened, and employees are forced to work even longer hours. Morale plummets as frustration and exhaustion take over. The environment is toxic beyond measure. Harassment, inappropriate behavior, blatant favoritism, and constant gaslighting are rampant. Employees are exploited and abused for simply trying to meet leadership’s unreasonable expectations. Hard work is met with zero acknowledgment or appreciation. This place is a true corporate nightmare, and anyone aware of what goes on here would steer far away.

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Trajan Wealth Response
7mo
Thank you for sharing your feedback. We’re truly sorry to hear that your experience with our leadership and workplace culture has been negative. Your comments about communication, recognition, and employee well-being are deeply concerning and don’t reflect the environment we strive to create. Our people are the foundation of our success, and we want everyone here to feel valued and heard.
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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.