Trailhead Planners is a fee-only firm that provides financial planning and investment management services. Their main service, Guided Wealth Management, involves working with a financial planner to develop and implement a financial plan. They also offer project-based financial planning. Trailhead Planners acts in the best interest of their clients.
Assets Under Management$190M
Clients151
Advisors3
Avg. per Client$1.2M
Avg. per Advisor$63M
Fee Structure
Planning is included in investment management (also available separately)
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
Your Portfolio Value
$500K
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Estimated Annual Fee
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