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 registered investment adviser that filed with the SEC in 2024 and is owned by an individual. The firm serves primarily individuals and families, offering financial planning, portfolio management for individuals and small businesses, and the selection of outside advisers. Trailhead operates as an accountant and charges clients via a mix of percentage-of-AUM, hourly, and fixed fees. It is identified as a capital allocator and reports being an active ESG investor, indicating that environmental, social, and governance factors are incorporated into its investment work.
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 3COURTNEY 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 41Active vs passive
$99.3M in ETFs
8%
$7.9M
92%
$91.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF (DFAI) | Dimensional | Active | Foreign Large Blend | $11.2M | 288,436 | 11.32% |
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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