Firm
Trailhead Planners, LLC
Portland, Oregon
Fee-only
Trailhead Planners, LLC at a glance
- One of 191 fee-only firms based in Oregon in the Wellspent graph.
- 2 advisors are listed here; all hold the CFP.
- Its Form ADV reports 4 employees and 151 individual clients, 43 of them high net worth.
- Its average account is about $317,000 (assets it manages divided by its 594 accounts).
Fee-only advisors in Oregon · What fee-only advisors charge in Oregon
Facts
| Based in | Portland, Oregon |
|---|---|
| Website | trailheadplanners.com |
| [email protected] | |
| Phone | (503) 773-9682 |
Trailhead Planners, LLC fees
Trailhead Planners, LLC doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $188 million |
| Individual clients | 108 |
| High-net-worth clients | 43 |
| Accounts managed | 594 |
| Employees | 4 |
| Planning clients | 26-50 |
| Registered with | The SEC (801-129254) |
| Financial planning | Offered |
| Form ADV filed | July 6, 2026 |
| SEC record | CRD 284610 |