Corey Wiederholt
Trailpoint Financial Planning, LLC · Parker, Colorado
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.
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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 | $2.8M across 17 accounts |
| Credentials | CFP · CPA |
| SEC registration | Investment adviser representative · CRD 7292375 |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | trailpointfp.com |
| Profile |
How Corey's firm compares
- Trailpoint Financial Planning, LLC's average account is about $166,000, from its Form ADV (assets managed divided by 17 accounts).
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Questions about Corey
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- XY Planning Network directory listing : XYPN members are fee-only
- 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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