# Trailwise Financial Partners, LLC

> 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.

- CRD: 323530
- Filed as: TRAILWISE FINANCIAL PARTNERS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Golden, CO
- Filing period: October 2026
- Form ADV filing dated: April 1, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/323530
- AdvisorCensus page: https://advisorcensus.com/firm/trailwise-financial-partners-llc-golden-co-323530

## Quick answers

**How is Trailwise Financial Partners, LLC compensated?**
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).

**How much does Trailwise Financial Partners, LLC charge?**
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.

**Where is Trailwise Financial Partners, LLC located?**
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).

**Is Trailwise Financial Partners, LLC registered with the SEC or a state?**
Trailwise Financial Partners, LLC is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 323530.

**How much does Trailwise Financial Partners, LLC manage?**
Trailwise Financial Partners, LLC reports $144,773,386 in regulatory assets under management in its Form ADV filing dated April 1, 2026 (95% discretionary).

**What types of clients does Trailwise Financial Partners, LLC serve?**
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).

**Which custodians does Trailwise Financial Partners, LLC use?**
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.

**Does Trailwise Financial Partners, 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/323530

**Does Trailwise Financial Partners, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated January 30, 2026 says: "Our firm does not require a minimum account value for advisory services."

**What changed in Trailwise Financial Partners, LLC's recent Form ADV filings?**
In the March 2026 filing data: Newly registered with the SEC.

## 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 January 30, 2026)

- Account minimum: None

> Our firm does not require a minimum account value for advisory services.

- Flat fee: $1,000 to $20,000 (financial planning 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.

- Hourly rate: $400 an hour (financial planning 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. ... Hourly fees are $400 per hour.

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

### Custodians (Schedule D, Section 5.K(3))
- LPL Financial LLC

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: $144,773,386
- Discretionary: $137,362,193
- Non-discretionary: $7,411,193

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 146 | $43,264,199 |
| High net worth individuals | 51 | $95,679,597 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 6 | $5,829,590 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Other

### Firm details
- Registered since: 2026 (0 years)
- Employees: 4 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CO, LA, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the May 2026 filing
- Centennial, CO

### Websites listed on Form ADV (Item 1.I)
- trailwisefp.com
- LinkedIn @comp any

## Changes in the filing (last 12 months)

### March 2026
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Trailwise Financial Partners, LLC (CRD 323530): Form ADV filing data as of October 2026.