Bill Mulvahill
Trailhead Planners · Edina, Minnesota
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.
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Specialties
Who they serve
- Retirees
- Founders
- Multi-generational families
Facts
| Firm | Trailhead Planners |
|---|---|
| Based in | Edina, Minnesota |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $188.4M across 594 accounts |
| Credentials | CFP · CPA |
| Firm size | 4 employees |
| Website | trailheadplanners.com |
| Profile |
How Bill's firm compares
- Trailhead Planners's average account is about $317,000, from its Form ADV (assets managed divided by 594 accounts).
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Questions about Bill
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Edina
Other advisors in Minnesota who focus on retirement planning
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- Trailhead Planners website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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