# Trailpoint Financial Planning

> Trailpoint Financial Planning is a state-registered investment advisory firm, registered since 2020, reporting under $25 million in regulatory assets under management in its Form ADV filing dated May 13, 2026.

- CRD: 310766
- Filed as: TRAILPOINT FINANCIAL PLANNING
- Legal name: Trailpoint Financial Planning, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Colorado
- Filing period: October 2026
- Form ADV filing dated: May 13, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/310766
- AdvisorCensus page: https://advisorcensus.com/firm/trailpoint-financial-planning-310766

## Quick answers

**How is Trailpoint Financial Planning compensated?**
On its Form ADV (Item 5.E, October 2026), Trailpoint Financial Planning reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Trailpoint Financial Planning registered with the SEC or a state?**
Trailpoint Financial Planning is a state-registered investment advisory firm, registered since 2020. Status as filed: APPROVED. CRD 310766.

**How much does Trailpoint Financial Planning manage?**
Trailpoint Financial Planning reports $2,826,327 in regulatory assets under management in its Form ADV filing dated May 13, 2026 (100% discretionary).

**What types of clients does Trailpoint Financial Planning serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (6).

**Does Trailpoint Financial Planning report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/310766

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $2,826,327
- Discretionary: $2,826,327
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 6 | $2,826,327 |

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

### Firm details
- Registered since: 2020 (5 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CO
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- trailpointfp.com
- LinkedIn @trailpoint-financial-planning

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Trailpoint Financial Planning (CRD 310766): Form ADV filing data as of October 2026.