# William Mulvahill

> William Mulvahill is a fee-only financial advisor at Trailhead Planners in Edina, Minnesota, who holds the CFP credential. Trailhead Planners reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/william-mulvahill/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Trailhead Planners
- **Based in:** Edina, Minnesota
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $188.4M across 594 accounts
- **Credentials:** CFP
- **CRD:** 5781832 (https://adviserinfo.sec.gov/individual/summary/5781832)
- **SEC registration:** Investment adviser representative in CA, MN, OR, TX
- **Exams passed:** Series 63 (2010), Series 66 (2016)
- **Firm size:** 4 employees
- **Disclosures:** None reported
- **Website:** http://www.trailheadplanners.com

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: William holds no broker registration, and Trailhead Planners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does William charge for financial advice?

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

### Where is William Mulvahill based?

William Mulvahill is based in Edina, Minnesota.

### What credentials does William Mulvahill hold?

William Mulvahill holds the CFP credential.

### Is William Mulvahill registered with the SEC?

Yes. William Mulvahill is registered as an investment adviser representative in CA, MN, OR and TX (CRD 5781832), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Trailhead Planners manage?

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

### How do I contact William Mulvahill?

Through William's website, www.trailheadplanners.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5781832): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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