# Morgan Ranstrom

> Morgan Ranstrom is a fee-only financial advisor at Trailhead Planners, LLC in Portland, Oregon, who holds the CEPA, CFA and CFP credentials. Morgan focuses on retirement planning, estate & legacy planning and small business owners. Trailhead Planners, LLC reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Trailhead Planners, LLC
- **Based in:** Portland, Oregon
- **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:** CEPA, CFA, CFP, RLP, CPA, MBT, MBA
- **Specialties:** Retirement planning, Estate & legacy planning, Small business owners, Founders (pre-exit), Family wealth transfer
- **Works with:** Retirees, Founders, Multi-generational families
- **CRD:** 4674255 (https://adviserinfo.sec.gov/individual/summary/4674255)
- **SEC registration:** Investment adviser representative in CA, MN, OR, TX
- **Exams passed:** Series 66 (2009)
- **Firm size:** 4 employees
- **Disclosures:** None reported
- **Website:** https://trailheadplanners.com

## Frequently asked questions

### Is Morgan Ranstrom a fee-only financial advisor?

Yes. Morgan Ranstrom 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 Morgan's firm.

### How does Morgan charge for financial advice?

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

### Does Morgan work with clients virtually?

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

### Where is Morgan Ranstrom based?

Morgan Ranstrom is based in Portland, Oregon.

### What does Morgan specialize in?

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

### What credentials does Morgan Ranstrom hold?

Morgan Ranstrom holds the CEPA, CFA, CFP, RLP, CPA, MBT and MBA credentials.

### Is Morgan Ranstrom registered with the SEC?

Yes. Morgan Ranstrom is registered as an investment adviser representative in CA, MN, OR and TX (CRD 4674255), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Trailhead Planners, LLC manage?

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

### How do I contact Morgan Ranstrom?

Through Morgan's website, trailheadplanners.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/39474): 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
- 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.