Take the First Step
At Trailhead Planners, we pair personalized tax strategy with comprehensive wealth management so your financial plan grows with your life, not just your portfolio.
Take the First Step
At Trailhead Planners, we pair personalized tax strategy with comprehensive wealth management so your financial plan grows with your life, not just your portfolio.
Take the First Step
At Trailhead Planners, we pair personalized tax strategy with comprehensive wealth management so your financial plan grows with your life, not just your portfolio.
Who We Guide
Every financial trail is different. Trailhead Planners works with a focused group of families, entrepreneurs, and retirees based in Minneapolis-St. Paul and virtually across the country, so every client gets the attention their journey deserves.
Family Wealth
For families growing wealth, receiving it, or passing it on.
Entrepreneurs
Growing your business and your family's financial future at the same time.
Retirees
Sustainable income, lower taxes, and making sure you always have enough.
Who We Guide
Every financial trail is different. Trailhead Planners works with a focused group of families, entrepreneurs, and retirees based in Minneapolis-St. Paul and virtually across the country, so every client gets the attention their journey deserves.
Family Wealth
For families growing wealth, receiving it, or passing it on.
Entrepreneurs
Growing your business and your family's financial future at the same time.
Retirees
Sustainable income, lower taxes, and making sure you always have enough.
Who We Guide
Every financial trail is different. Trailhead Planners works with a focused group of families, entrepreneurs, and retirees based in Minneapolis-St. Paul and virtually across the country, so every client gets the attention their journey deserves.
Family Wealth
For families growing wealth, receiving it, or passing it on.
Entrepreneurs
Growing your business and your family's financial future at the same time.
Retirees
Sustainable income, lower taxes, and making sure you always have enough.
What Happens Next
Starting a relationship with Trailhead Planners is straightforward. Here's how we get to know each other.
1. Exploratory Call
2. Discovery Meeting
3. Your Initial Findings
4. Mutual Commitment Meeting
What Happens Next
Starting a relationship with Trailhead Planners is straightforward. Here's how we get to know each other.
1. Exploratory Call
2. Discovery Meeting
3. Your Initial Findings
4. Mutual Commitment Meeting
What Happens Next
Starting a relationship with Trailhead Planners is straightforward. Here's how we get to know each other.
1. Exploratory Call
2. Discovery Meeting
3. Your Initial Findings
4. Mutual Commitment Meeting
Schedule Your Exploratory Call
Pick a time that works for you and we'll take it from there.
Schedule Your Exploratory Call
Pick a time that works for you and we'll take it from there.
Schedule Your Exploratory Call
Pick a time that works for you and we'll take it from there.
Frequently Asked Questions
Do I need a minimum amount to work with Trailhead?
We work with clients at different stages of life and do not have an asset minimum. We may charge a complexity-based flat fee depending on your unique situation.
How does Trailhead charge for services?
Our wealth management fees are based on a percentage of assets we manage. We're fully transparent with our pricing and happy to walk through it on our first call.
For business owners or families with complex or concentrated assets we offer flat fee engagements based on complexity and scope.
Can you work with people outside of Minnesota?
Yes. While we're based in the Twin Cities and serve clients in Minneapolis, St. Paul, Edina, and other suburbs, we work with clients across the country.
What makes Trailhead different from other advisors?
Trailhead Planners is a fee-only, fiduciary wealth management firm based in Minneapolis-St. Paul. We keep our client base focused so each client has direct access to a dedicated team with deep expertise in financial planning, investment management, and tax strategy. You won't find a rotating cast of junior advisors here, just responsive, diligent guidance from professionals who are fully aligned with your goals.
Frequently Asked Questions
Do I need a minimum amount to work with Trailhead?
We work with clients at different stages of life and do not have an asset minimum. We may charge a complexity-based flat fee depending on your unique situation.
How does Trailhead charge for services?
Our wealth management fees are based on a percentage of assets we manage. We're fully transparent with our pricing and happy to walk through it on our first call.
For business owners or families with complex or concentrated assets we offer flat fee engagements based on complexity and scope.
Can you work with people outside of Minnesota?
Yes. While we're based in the Twin Cities and serve clients in Minneapolis, St. Paul, Edina, and other suburbs, we work with clients across the country.
What makes Trailhead different from other advisors?
Trailhead Planners is a fee-only, fiduciary wealth management firm based in Minneapolis-St. Paul. We keep our client base focused so each client has direct access to a dedicated team with deep expertise in financial planning, investment management, and tax strategy. You won't find a rotating cast of junior advisors here, just responsive, diligent guidance from professionals who are fully aligned with your goals.
Frequently Asked Questions
Do I need a minimum amount to work with Trailhead?
We work with clients at different stages of life and do not have an asset minimum. We may charge a complexity-based flat fee depending on your unique situation.
How does Trailhead charge for services?
Our wealth management fees are based on a percentage of assets we manage. We're fully transparent with our pricing and happy to walk through it on our first call.
For business owners or families with complex or concentrated assets we offer flat fee engagements based on complexity and scope.
Can you work with people outside of Minnesota?
Yes. While we're based in the Twin Cities and serve clients in Minneapolis, St. Paul, Edina, and other suburbs, we work with clients across the country.
What makes Trailhead different from other advisors?
Trailhead Planners is a fee-only, fiduciary wealth management firm based in Minneapolis-St. Paul. We keep our client base focused so each client has direct access to a dedicated team with deep expertise in financial planning, investment management, and tax strategy. You won't find a rotating cast of junior advisors here, just responsive, diligent guidance from professionals who are fully aligned with your goals.