Trailblazer Wealth Management fees and pricing
Financial planner in Colorado Springs, Colorado. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated August 19, 2026, Trailblazer Wealth Management charges a monthly fee of $1,000-$1,500 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed August 19, 2026. Fees can change, so confirm with the firm before you hire them.
- Monthly fee
- $1,000-$1,500/mo
“Monthly fees generally range from $1,000 to $1,500.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Trailblazer Wealth Management bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees for portfolios managed by Trailblazer Wealth Management are billed as a percentage of assets under management and are charged monthly in arrears in accordance with the firm’s fee schedule.”
- “Fees are deducted in arrears based on the 7 average daily balance and disclosed in the client’s investment management agreement.”
- “At the time fees are deducted, the Firm sends clients an itemized invoice detailing the fee calculation, including the assets under management on which the fee is based and the applicable billing period.”
About Trailblazer Wealth Management
“The Firm provides discretionary portfolio management services and non-discretionary financial planning and retirement plan consulting services.”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CFP®.
- Registered as an adviser: 2026.
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1% a year
- Employees
- 1
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 339852
- Phone
- (719) 433-9018
Other planners in Colorado Springs that publish fees
- 56 Capital Partners, LTDColorado Springs$100-$500/hr, $3,000-$25,000
- Accelerated Wealth Advisors LLCColorado Springs$250-$500/hr, $500-$7,000
- Adelmann Financial, Inc.Colorado Springs$500-$1,000/qtr
- Altus Wealth Group, LLCColorado Springs$250/hr, $1,000-$10,000
- Atlas Lifestyle Planning Group LLCColorado Springs$250/hr, $250-$3,500
- Baskin Financial PlanningColorado Springs$500-$3,000, $250-$3,000/mo
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.