# Trailhead Planners, LLC

> Trailhead Planners, LLC is an SEC-registered investment advisory firm in Edina, MN, registered since 2024, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated July 6, 2026.

- CRD: 284610
- Filed as: TRAILHEAD PLANNERS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Edina, MN
- Filing period: October 2026
- Form ADV filing dated: July 6, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/284610
- AdvisorCensus page: https://advisorcensus.com/firm/trailhead-planners-llc-edina-mn-284610

## Quick answers

**How is Trailhead Planners, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Trailhead Planners, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**How much does Trailhead Planners, LLC charge?**
Its Form ADV Part 2A brochure dated July 6, 2026 states: Subscription: $6,000 to $100,000 a year (ongoing Financial Planning service); Hourly rate: $300 to $500 an hour (hourly financial planning); Subscription: $1,000 to $25,000 a quarter (business planning service). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Trailhead Planners, LLC located?**
Trailhead Planners, LLC's principal office is in Edina, MN, according to its Form ADV; the August 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Trailhead Planners, LLC registered with the SEC or a state?**
Trailhead Planners, LLC is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 284610.

**How much does Trailhead Planners, LLC manage?**
Trailhead Planners, LLC reports $188,418,848 in regulatory assets under management in its Form ADV filing dated July 6, 2026 (100% discretionary).

**How have Trailhead Planners, LLC's assets and staff changed since 2024?**
In the Form ADV data for Trailhead Planners, LLC: Regulatory assets under management: $119,439,094 in the October 2024 data and $188,418,848 in the October 2026 data, up 58%. Total employees: 4 in October 2024 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Trailhead Planners, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (108); high net worth individuals (43).

**Which custodians does Trailhead Planners, LLC use?**
Trailhead Planners, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Trailhead Planners, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/284610

**Does Trailhead Planners, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated July 6, 2026 says: "Adviser does not require a minimum account size, but there may be minimum account sizes and fees for the services offered by third-party managers, if used."

**What changed in Trailhead Planners, LLC's recent Form ADV filings?**
In the August 2026 filing data: Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated July 6, 2026)

- Account minimum: None

> Adviser does not require a minimum account size, but there may be minimum account sizes and fees for the services offered by third-party managers, if used.

- Subscription: $6,000 to $100,000 a year (ongoing Financial Planning service)

> our ongoing Financial Planning service consists of an ongoing fixed fee, paid monthly or quarterly in advance, of $6,000.00 to $100,000.00 per year, depending on the complexity and needs of the Client.

- Hourly rate: $300 to $500 an hour (hourly financial planning)

> The hourly rate ranges from $300 to $500. Total fees are determined by each Adviser Representative estimating the complexity

- Subscription: $1,000 to $25,000 a quarter (business planning service)

> Fees for the business planning service are paid quarterly in advance, and range between $ 1,000 and $25,000 per quarter.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $188,418,848
- Discretionary: $188,360,399
- Non-discretionary: $58,449

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 108 | $57,411,281 |
| High net worth individuals | 43 | $130,219,215 |
| Corporations or other businesses not listed above | Fewer than 5 | $788,352 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2024 (2 years)
- Employees: 4 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, MN, OR, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the August 2026 filing
- Portland, OR

### Websites listed on Form ADV (Item 1.I)
- trailheadplanners.com
- Facebook @trailheadplanners
- LinkedIn @trailhead-planners-llc
- YouTube @coffeesweatersandfinance6676

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | $119,439,094 | 4 | September 10, 2024 |
| October 2025 | $149,447,200 | 4 | March 6, 2025 |
| October 2026 | $188,418,848 | 4 | July 6, 2026 |

Regulatory assets under management: $119,439,094 in the October 2024 data and $188,418,848 in the October 2026 data, up 58%.
Total employees: 4 in October 2024 and 4 in October 2026.

## Changes in the filing (last 12 months)

### August 2026
- Updated its list of owners and control persons (Schedule A).

### February 2026
- Regulatory assets under management went from $149,447,200 to $188,418,848 (+26%).
- Added an office in Portland, OR.
- No longer lists an office in Edina, MN.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Trailhead Planners, LLC (CRD 284610): Form ADV filing data as of October 2026.