Morgan Ranstrom is a CFA, CFP-designated registered investment advisor at Trailhead Planners, LLC, based in Edina, MN, with 11 years of industry experience. Morgan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 151 clients with $190M 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 $2.0M | 1.25% |
| $2.0M - $10.0M | 1.00% |
| $10M+ | 0.50% |
Fees are for Guided Wealth Management (new clients after Jan 1, 2022). All fees are negotiable at Adviser's discretion.
Fee Estimator
Location
5151 Edina Industrial Blvd., Suite 200, Edina, MN, 55439
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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
Morgan is a musician, writer, and landlord, renting out their home's basement apartment. Morgan is also a band member and principal of Stone Arch Rivals, dedicating a few hours per week to writing songs, performing, promoting the band, and managing finances.
Employment History
Current Registrations
Trailhead Planners, LLC
Previous Registrations
Ranstrom Berg Wealth Management, LLC
State Registrations4 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
Morgan is a CFA® charterholder, a Certified Financial Planner™ professional, and the author of "Money with Purpose: Receive the Dividends of an Undivided Financial Life," published by Wisdom Editions in 2019. Morgan loves to travel and has worked, studied in, or traveled through most of the countries in Central and South America. Morgan, his wife, Naomi, and their two kids, Alba and Hugo, love living in Minneapolis, MN, and they can often be found paddle boarding on Lake Nokomis, taking day trips up to the North Shore, or cycling around one of our many beautiful Minneapolis lakes.