Courtney Ranstrom is a CFP-designated registered investment advisor at Trailhead Planners, LLC, based in Edina, MN, with 14 years of industry experience. Courtney operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 5 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
Contact
Courtney Ranstrom
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 →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
Courtney lives in Portland, Oregon, with her husband, daughter, and two Cardigan Corgis. When not working, you can find her reading books and watching Kung Fu Panda with her toddler, walking around their Central Eastside neighborhood, drinking coffee, and eating dark chocolate.