See exactly where you stand
Schedule a free 30-minute exploratory call. No pressure, no obligation — just an honest conversation about where you are and where you want to be.
See exactly where you stand
Schedule a free 30-minute exploratory call. No pressure, no obligation — just an honest conversation about where you are and where you want to be.
See exactly where you stand
Schedule a free 30-minute exploratory call. No pressure, no obligation — just an honest conversation about where you are and where you want to be.
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
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.