# Bill Mulvahill

> Bill Mulvahill is a fee-only financial advisor at Trailhead Planners in Edina, Minnesota, who holds the CFP and CPA credentials. Bill focuses on retirement planning, estate & legacy planning and small business owners. Trailhead Planners reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/bill-mulvahill/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Trailhead Planners
- **Based in:** Edina, Minnesota
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Works virtually:** Yes (firm's website)
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $188.4M across 594 accounts
- **Credentials:** CFP, CPA
- **Specialties:** Retirement planning, Estate & legacy planning, Small business owners, Founders (pre-exit), Family wealth transfer
- **Works with:** Retirees, Founders, Multi-generational families
- **Firm size:** 4 employees
- **Website:** https://trailheadplanners.com

## Frequently asked questions

### Is Bill Mulvahill a fee-only financial advisor?

Yes. Bill Mulvahill is listed in the XY Planning Network directory (XYPN members are fee-only).

### How does Bill charge for financial advice?

Bill's firm, Trailhead Planners, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Does Bill work with clients virtually?

Yes. Trailhead Planners says on its website that it works with clients remotely.

### Where is Bill Mulvahill based?

Bill Mulvahill is based in Edina, Minnesota.

### What does Bill specialize in?

Bill's specialties include retirement planning, estate & legacy planning, small business owners, founders (pre-exit) and family wealth transfer. Bill works with retirees, founders and multi-generational families.

### What credentials does Bill Mulvahill hold?

Bill Mulvahill holds the CFP and CPA credentials.

### How much does Trailhead Planners manage?

Trailhead Planners reports $188.4M across 594 accounts in assets under management.

### How do I contact Bill Mulvahill?

Through Bill's website, trailheadplanners.com.

## Sources

- XY Planning Network directory listing (https://www.xyplanningnetwork.com/find-an-advisor/bill-mulvahill-10224): XYPN members are fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://www.trailheadplanners.com/): specialties, clients served, and fees, checked October 28, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.