Trailhead Planners, LLC
Firm details
- Headquarters
- Edina, Minnesota
- CRD number
- 284610
- Registered since
- January 2, 2024
- Website
- trailheadplanners.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI69.11%
- Individuals30.47%
- Corporations / Businesses0.42%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Trailhead Planners, LLC is an independent, SEC-registered registered investment adviser formed as an LLC and owned by an individual. The firm serves individuals and families and combines financial planning with portfolio management for individuals and small businesses. Its advisory services include selecting other advisers on clients’ behalf, and it also lists accounting among its business activities. Trailhead uses a mix of fee arrangements — percentage of AUM, hourly fees and fixed fees — and identifies itself as a capital allocator and an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds90%
- Exchange Traded Equities7%
- Cash & Cash Equivalents2%
- Non-Exchange Traded Equities1%
- State & Local Bonds1%
Contacts
3 of 3
Courtney Ranstrom
PartnerCRD 5648835
William Mulvahill
PartnerCRD 5781832
Morgan Ranstrom
Co-Founder & Lead Financial PlannerCRD 4674255
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 45Active vs passive
$94M in ETFs
11%
$10.5M
89%
$83.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF (DFAI) | Dimensional | Active | Foreign Large Blend | $10.9M | 264,365 | 11.60% |
Location
Edina, MN
Hennepin
Location
Edina, MN
Headquartered in Edina, MN, anchoring the Minneapolis-St. Paul, MN-WI metro in the Midwest.
- Metro area
- Minneapolis-St. Paul, MN-WI
- Region
- Midwest
- County
- Hennepin
- Address
- 5151 Edina Industrial Blvd
- Time zone
- CT (UTC-6)
- Office locations
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