Trailwise Financial Partners, LLC

Updated today

Find your advisor

Client assets under management

$138,943,796

Clients

197

26% high-net worth

Advisors

of 4 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

High

Average account size

$705,298

About

The firm advises individuals (including high-net-worth clients), families, trusts, charities, business owners, and employer-sponsored retirement plans. It offers discretionary and non-discretionary investment management, financial planning, retirement-plan advisory, legacy position management, and consulting services, including business transition work for owners preparing for sale or succession.

The firm typically implements strategic asset allocation using equities, ETFs, mutual funds, cash and, when appropriate, alternative and private investments, and it rebalances portfolios to align with client objectives. TrailWise uses a third‑party risk-profiling tool (Nitrogen) to help tailor portfolios, conducts periodic reviews, and provides both one‑time financial plans and ongoing managed accounts while permitting client-imposed investment restrictions.

Noteworthy for a firm of its size, TrailWise offers a dedicated business-transition consulting offering that delivers a formal business overview and ongoing advisory services (valuation, exit planning, due diligence preparation, 90‑day sprints, and related operational planning). The firm’s ownership also operates and commercializes NovaTrak financial‑planning software (a disclosed source of outside compensation and a stated time commitment), and it recently transitioned to SEC registration after surpassing $100 million in assets under management, signaling an expanded regulatory status and capacity to recommend private and ESG‑oriented investments.

Client services

Financial planning Portfolio management Pension consulting Consulting

Expertise

Private / alternative investments ESG / Sustainable investing Business exit / sale strategy Business ownership considerations College savings (529s, UTMA, etc.)

Occupation focus

Founder/Business Owner Retired

Fee options

Fixed

Financial planning fixed fees from $1,000 to $20,000; initial business consulting onboarding fee $2,500

Percentage

$0 - $500,000: 1.00% $500,001 - $1,000,000: 0.90% $1,000,001 - $2,500,000: 0.75% $2,500,001 - $5,000,000: 0.60% $5,000,001 - $10,000,000: 0.45% $10,000,001 - $25,000,000: 0.30% $25,000,001 - $50,000,000: 0.20% $50,000,001+: 0.15% $0 - $250,000: 1.25% $250,001 - $500,000: 1.15% $500,001 - $1,000,000: 1.00% $1,000,001 - $2,500,000: 0.80% $2,500,001 - $5,000,000: 0.70% $5,000,001 - $25,000,000: 0.50% $25,000,001 - $50,000,000: 0.40% $50,000,001 - $75,000,000: 0.35% $75,000,001 - $100,000,000: 0.30% $100,000,001+: 0.25%

Project-based

$400 per hour for financial planning; consulting fees negotiated hourly

Other

Fee-only: Financial planning fixed fees from $1,000 to $20,000; hourly fees at $400/hour; consulting fees negotiated, initial onboarding fee $2,500

Main office location

Trailwise Financial Partners, LLC

1536 Cole Boulevard, Suite 205

Golden CO 80401, United States

Number of offices

Most active in

Colorado · Louisiana · Texas

Disclosures

Business activities & affiliations

Is active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Is not active or affiliated with:

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

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Website 720-463-2850

Advisors at this firm

Nicholas R

CFP®, Series 66

Golden, CO

Trailwise Financial Partners, LLC

Nicholas Rose is a CFP® professional with 11 years of industry experience, currently serving at Trailwise Financial Partners, LLC. His prior experience includes roles at LPL Financial LLC and Commonwealth Financial Network. He is the managing member of NOVATRAK, LLC, a proprietary web-based financial planning software firm, contributing to its business development and strategy. Trailwise Financial Partners advises individuals, families, trusts, charities, business owners, and retirement plans, offering investment management and financial planning services. The firm employs strategic asset allocation and a third-party risk-profiling tool to tailor portfolios and provides a specialized business-transition consulting service.

Private / alternative investments ESG / Sustainable investing Business exit / sale strategy Business ownership considerations College savings (529s, UTMA, etc.) Founder/Business Owner Retired

Yizeth A

CFP®

Golden, CO

Trailwise Financial Partners, LLC

Yizeth Almemar is a CFP® professional with six years of experience at Trailwise Financial Partners, LLC and four years previously at Commonwealth Financial Network (dba: Summit Wealth Group). She serves as managing member of NovaTrak, LLC, a company offering proprietary web-based financial planning software. Trailwise Financial Partners advises individuals, families, trusts, charities, business owners, and retirement plans with services including investment management, financial planning, and business transition consulting, using a strategic asset allocation approach tailored by risk-profiling tools.

Private / alternative investments ESG / Sustainable investing Business exit / sale strategy Business ownership considerations College savings (529s, UTMA, etc.) Founder/Business Owner Retired

Emily B

CFP®, Series 66

Golden, CO

Trailwise Financial Partners, LLC

Emily Biehler is a CFP® professional with 13 years of industry experience. She is currently with Trailwise Financial Partners, LLC and has previously worked at LPL Financial, Summit Wealth Group, and Commonwealth Financial Network. Outside of her advisory role, she serves as a notary public. Trailwise Financial Partners advises individuals, families, trusts, charities, business owners, and retirement plans, offering investment management, financial planning, and business transition consulting. The firm employs strategic asset allocation with a variety of investment vehicles and uses a third-party risk-profiling tool to tailor portfolios to client objectives.

Private / alternative investments ESG / Sustainable investing Business exit / sale strategy Business ownership considerations College savings (529s, UTMA, etc.) Founder/Business Owner Retired

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

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

Find the right match for you

Answer a few quick questions and we'll tailor results to your goals, so you can hire smarter.

Find your advisor

A smarter way to hire an advisor

Compare and choose confidently

Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may—or may not—fit, and move forward with confidence.

How Warmer works

Thoughtfully vetted, clearly explained

We review rigorously and transparently

Get to know your advisors' credentials, disciplinary history, specialization, client fit, and communication style. We're selective about who we recommend—and tell you why we think someone fits your situation.

Our methodology

Always free and always on your side

Free. Confidence that lasts

We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction—we're here to make sure the relationship works for you—and if not, to navigate next steps with clarity.

Our ongoing support