Trailpoint Financial Planning
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$495,000
Total clients
5
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
5
Average account size
$99,000
About
Trailpoint Financial Planning is a state-registered, single-advisor firm that serves individual clients with integrated financial planning and portfolio management. Services include ongoing subscription-based financial planning, project-based engagements, and investment management delivered through a third-party model provider.
The firm’s investment approach is grounded in Modern Portfolio Theory and primarily uses passive, model-based portfolios constructed and managed by a sub-advisor; Trailpoint maintains discretionary authority to implement those models and can apply client-imposed restrictions. Financial planning covers a full range of topics (cash flow, retirement, tax planning, estate considerations, insurance, and college funding), with periodic reviews and coordination with outside specialists as appropriate.
What is distinctive is the practice’s scale and operating model: it manages a very small client base with sub-advised, Schwab-custodied accounts, a setup that requires clients to use a specific sub-advisor and custodian. The principal also operates an affiliated accounting business and discloses referrals to that firm as a potential conflict of interest that is managed through disclosure and client consent.
Client services
Financial planning
Portfolio management
Selection of other advisers
Tax preparation service
Expertise
Cash flow / budgeting
Debt management
College savings (529s, UTMA, etc.)
General retirement planning
Fee options
Ongoing Comprehensive Financial Planning upfront fee varies by complexity, to be agreed upon; quarterly fees of $600-$750 as noted above
$0 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.75% $2,000,001 - $5,000,000: 0.50% $5,000,001+: 0.35%
$250 per hour for Project-Based Financial Planning
Fee-only: Ongoing Comprehensive Financial Planning: $750 per quarter for married couples, $600 per quarter for individuals, discounted based on assets under management; Project-Based Financial Planning: $250 per hour, minimum $500 total fee
Most active in
Trailpoint Financial Planning has reported serving >5 clients in these states in the last 12 months.
Colorado
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")