William Mulvahill
Trailhead Planners · Edina, Minnesota
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.
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Facts
| Firm | Trailhead Planners |
|---|---|
| Based in | Edina, Minnesota |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $188.4M across 594 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, MN, OR, TX · CRD 5781832 |
| Exams passed | Series 63 (2010) · Series 66 (2016) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.trailheadplanners.com |
How William'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 William
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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 : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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