{
  "crd_number": 323530,
  "slug": "trailwise-financial-partners-llc-golden-co-323530",
  "primary_business_name": "TRAILWISE FINANCIAL PARTNERS, LLC",
  "legal_name": "TRAILWISE FINANCIAL PARTNERS, LLC",
  "dbas": [],
  "city": "Golden",
  "state": "CO",
  "country": "United States",
  "cbsa_code": "19740",
  "metro": {
    "cbsa_code": "19740",
    "common_name": "Denver",
    "msa_name": "Denver-Aurora-Centennial, CO",
    "path": "/advisors/co/denver"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2026-02-23",
  "years_registered": 0,
  "period": "2026-10-01",
  "filing_date": "2026-04-01",
  "carried_forward": false,
  "raum_total": 144773386.0,
  "raum_discretionary": 137362193.0,
  "raum_non_discretionary": 7411193.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 4,
  "advisory_employees": 4,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 43264199.0,
      "count": 146
    },
    "pension_profit_sharing": {
      "raum": 5829590.0,
      "count": 6
    },
    "high_net_worth_individuals": {
      "raum": 95679597.0,
      "count": 51
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "other",
    "pension_consulting",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CO",
    "LA",
    "TX"
  ],
  "websites": [
    "https://linkedin.com/comp any/trailwisefp",
    "https://trailwisefp.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/323530",
  "city_as_filed": "GOLDEN",
  "url": "https://advisorcensus.com/firm/trailwise-financial-partners-llc-golden-co-323530",
  "display_name": "Trailwise Financial Partners, LLC",
  "summary": "Trailwise Financial Partners, LLC is an SEC-registered investment advisory firm in Golden, CO, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated April 1, 2026.",
  "citation": "AdvisorCensus. Trailwise Financial Partners, LLC (CRD 323530): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Pension consulting services",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is Trailwise Financial Partners, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Trailwise Financial Partners, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "How much does Trailwise Financial Partners, LLC charge?",
      "a": "Its Form ADV Part 2A brochure dated January 30, 2026 states: Flat fee: $1,000 to $20,000 (financial planning services); Hourly rate: $400 an hour (financial planning services). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Trailwise Financial Partners, LLC located?",
      "a": "Trailwise Financial Partners, LLC's principal office is in Golden, CO, according to its Form ADV; the May 2026 filing also lists 1 other office (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Trailwise Financial Partners, LLC registered with the SEC or a state?",
      "a": "Trailwise Financial Partners, LLC is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 323530."
    },
    {
      "q": "How much does Trailwise Financial Partners, LLC manage?",
      "a": "Trailwise Financial Partners, LLC reports $144,773,386 in regulatory assets under management in its Form ADV filing dated April 1, 2026 (95% discretionary)."
    },
    {
      "q": "What types of clients does Trailwise Financial Partners, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (146); high net worth individuals (51); pension and profit sharing plans (but not the plan participants or government pension plans) (6)."
    },
    {
      "q": "Which custodians does Trailwise Financial Partners, LLC use?",
      "a": "Trailwise Financial Partners, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists LPL Financial LLC as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Trailwise Financial Partners, LLC report any disciplinary disclosures?",
      "a": "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/323530"
    },
    {
      "q": "Does Trailwise Financial Partners, LLC state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated January 30, 2026 says: \"Our firm does not require a minimum account value for advisory services.\""
    },
    {
      "q": "What changed in Trailwise Financial Partners, LLC's recent Form ADV filings?",
      "a": "In the March 2026 filing data: Newly registered with the SEC."
    }
  ],
  "filing_history": [],
  "recent_changes": [
    {
      "period": "2026-03-01",
      "period_label": "March 2026",
      "notes": [
        "Newly registered with the SEC."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated January 30, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "None",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Flat fee: $1,000 to $20,000 (financial planning services)",
      "Hourly rate: $400 an hour (financial planning services)"
    ],
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: None"
        ],
        "quotes": [
          "Our firm does not require a minimum account value for advisory services."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Flat fee: $1,000 to $20,000 (financial planning services)"
        ],
        "quotes": [
          "Our Firm provides financial planning services under a fixed or hourly fee arrangement. This arrangement charges a mutually agreed-upon fee for financial planning services. The fixed fee ranges from $1,000 to $20,000."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Hourly rate: $400 an hour (financial planning services)"
        ],
        "quotes": [
          "Our Firm provides financial planning services under a fixed or hourly fee arrangement. This arrangement charges a mutually agreed-upon fee for financial planning services. ... Hourly fees are $400 per hour."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 0.0,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "flat",
          "amount": null,
          "min": 1000.0,
          "max": 20000.0,
          "period": "one_time",
          "service": "financial planning services"
        },
        {
          "kind": "hourly",
          "amount": 400.0,
          "min": null,
          "max": null,
          "period": "hour",
          "service": "financial planning services"
        }
      ]
    },
    "quotes": [
      "Our firm does not require a minimum account value for advisory services.",
      "Our Firm provides financial planning services under a fixed or hourly fee arrangement. This arrangement charges a mutually agreed-upon fee for financial planning services. The fixed fee ranges from $1,000 to $20,000.",
      "Our Firm provides financial planning services under a fixed or hourly fee arrangement. This arrangement charges a mutually agreed-upon fee for financial planning services. ... Hourly fees are $400 per hour."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "LPL Financial LLC",
      "name_as_filed": "LPL FINANCIAL LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/trailwise-financial-partners-llc-golden-co-323530.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 146,
      "fewer_than_5": false,
      "raum": 43264199.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 51,
      "fewer_than_5": false,
      "raum": 95679597.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 6,
      "fewer_than_5": false,
      "raum": 5829590.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/323530",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}