# Corey Wiederholt

> Corey Wiederholt is a fee-only financial advisor at Trailpoint Financial Planning, LLC in Parker, Colorado, who holds the CFP and CPA credentials. Trailpoint Financial Planning, LLC reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Trailpoint Financial Planning, LLC
- **Based in:** Parker, Colorado
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $2.8M across 17 accounts
- **Credentials:** CFP, CPA
- **CRD:** 7292375 (https://adviserinfo.sec.gov/individual/summary/7292375)
- **SEC registration:** Investment adviser representative
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://trailpointfp.com

## Frequently asked questions

### Is Corey Wiederholt a fee-only financial advisor?

Yes. Corey Wiederholt is listed in the NAPFA directory (NAPFA admits only fee-only advisors) and the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Corey's firm.

### How does Corey charge for financial advice?

Corey's firm, Trailpoint Financial Planning, LLC, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Corey Wiederholt based?

Corey Wiederholt is based in Parker, Colorado.

### What credentials does Corey Wiederholt hold?

Corey Wiederholt holds the CFP and CPA credentials.

### Is Corey Wiederholt registered with the SEC?

Yes. Corey Wiederholt is registered as an investment adviser representative (CRD 7292375), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Trailpoint Financial Planning, LLC manage?

Trailpoint Financial Planning, LLC reports $2.8M across 17 accounts in assets under management.

### How do I contact Corey Wiederholt?

Through Corey's website, trailpointfp.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/46195): NAPFA admits only fee-only advisors
- XY Planning Network directory listing: XYPN members are fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026

---

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