Corey Wiederholt is a CFP-designated registered investment advisor at Trailpoint Financial Planning, based in Castle Rock, CO, with 5 years of industry experience. Corey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 5 clients with $500K 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 $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.50% |
| $5M+ | 0.35% |
Fees are negotiable. TFP also offers investment management on assets under advisement with a different fee schedule: $0 - $1,000,000: 0.65%, $1,000,001 - $2,000,000: 0.50%, $2,000,001 - $5,000,000: 0.35%, $5,000,001 and up: 0.25%
Fee Estimator
Location
Castle Rock, CO
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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
Corey Wiederholt provides contract accounting services to corporate and individual clients. This activity takes about half of his time and is not investment related.
Employment History
Current Registrations
Trailpoint Financial Planning
Previous Registrations
Trailpoint Financial Planning
Trailpoint Financial Planning
State Registrations1 state
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