William Mulvahill is a CFP-designated registered investment advisor at Trailhead Planners, LLC, based in Edina, MN, with 11 years of industry experience. William 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, Investment Management, and 3 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
William Mulvahill
Location
5151 Edina Industrial Blvd., Suite 200, Edina, MN, 55439
Get directionsHistory
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
Essential Wealth
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Princor Financial Services CorporationBroker
RBC Capital Markets, LLCBroker
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
Bill has a bachelor’s degree in finance from the University of St. Thomas and a masters degree in taxation from the University of Minnesota’s Carlson School of Management in Minneapolis, Minnesota. He is aCertified Financial Planner™and aCertified Public Accountant (CPA)registered with the Minnesota Board of Accountancy. He is also a proud member of theNational Association of Personal Financial Advisors (NAPFA), theXY Planning Network, theMinnesota Society of Certified Public Accountants (MNCPA)and theAmerican Institute of CPAs (AICPA). Currently, Bill and his wife, Kelly, live in St. Louis Park, Minnesota with their yellow lab, Max. In their free time, they enjoy reading, golfing and planning their next adventure out west.