Trailpoint Financial Planning, LLC
Parker, Colorado
Trailpoint Financial Planning, LLC at a glance
- One of 336 fee-only firms based in Colorado in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 6 individual clients.
- Its average account is about $166,000 (assets it manages divided by its 17 accounts).
Fee-only advisors in Colorado · What fee-only advisors charge in Colorado
Facts
| Based in | Parker, Colorado |
|---|---|
| Website | trailpointfp.com |
| [email protected] | |
| Phone | (303) 913-5818 |
Questions about Trailpoint Financial Planning, LLC
How is Trailpoint Financial Planning, LLC paid?
Trailpoint Financial Planning, LLC's Form ADV says it is paid by: percentage of assets, hourly, fixed fees.
How many advisors does Trailpoint Financial Planning, LLC have in the Wellspent public graph?
The Wellspent public graph lists 1 advisor at Trailpoint Financial Planning, LLC.
What is the average account at Trailpoint Financial Planning, LLC?
Trailpoint Financial Planning, LLC's average account is about $166,000. That's the assets on its Form ADV divided by its 17 accounts.
Trailpoint Financial Planning, LLC fees
Trailpoint Financial Planning, 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 | $3 million |
| Individual clients | 6 |
| Accounts managed | 17 |
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | May 13, 2026 |
| SEC record | CRD 310766 |