Trailhead Planners, LLC fees and pricing
Financial planner in Edina, Minnesota. Registered with the SEC.
According to its Form ADV Part 2A brochure dated July 6, 2026, Trailhead Planners, LLC charges $300-$500 an hour, a quarterly fee of $1,000-$25,000, and an annual fee of $6,000-$100,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed July 6, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $300-$500/hr
“The hourly rate ranges from $300 to $500.”
- Quarterly fee
- $1,000-$25,000/qtr
“Fees for the business planning service are paid quarterly in advance, and range between $1,000 and $25,000 per quarter.”
- Annual fee
- $6,000-$100,000/yr
“Comprehensive Financial Planning – Existing Clients For existing clients who have signed on prior to January 1, 2022, our ongoing Financial Planning service consists of an ongoing fixed fee, paid monthly or quarterly in advance, of $6,000.00 to $100,000.00 per year, depending on the complexity and needs of the Client.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Trailhead Planners, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The fee is negotiable and/or may be waived in whole or in part by Adviser at its sole discretion. 3 Steps to Embark Financial Planning Engagements may be terminated by either party upon notice.”
- “Any fee due will be prorated to the date of termination.”
- “The fee may be negotiable in certain cases.”
How Trailhead Planners, LLC’s fees compare
- Its hourly rate of $300-$500 is above the Minnesota median of $263. 88% of the 115 other Minnesota planners that publish an hourly rate charge less.
- 9 of the 9 other planners in Edina that publish an hourly rate charge less.
- Its annual fee of $6,000-$100,000 spans the Minnesota median of $8,050. 96% of the 49 other Minnesota planners that publish an annual fee charge less.
- 5 of the 5 other planners in Edina that publish an annual fee charge less.
About Trailhead Planners, LLC
“Adviser provides investment management, financial planning, tax planning, tax preparation, and consulting services to a wide variety of clients.”
- Firm size: 4 employees.
- Meets clients remotely: the brochure mentions virtual or online meetings.
- Registered as an adviser: 2024 (2 years).
Planning areas mentioned in the brochure
- Tax planning
- Estate planning
- College planning
- Business owners
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1.25% a year
- Clients
- 151
- Employees
- 4
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
- Assets managed
- $188,418,848
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 284610
- Phone
- (503) 773-9682
Can advise clients in 4 states: California, Minnesota, Oregon, Texas
Other planners in Edina that publish fees
- Abens Financial Services IncEdina$250/hr, $5,000-$100,000/yr
- Acumen Financial Advisors, LLCEdina$500-$10,000/yr
- Cahill Financial Advisors, Inc.EdinaUp to $5,000
- Contego Capital Group, Inc.Edina$500-$5,000
- Cornerstone Wealth Advisors, Inc.Edina$3,000-$40,000, $1,250/qtr
- DSG Capital Advisors, LLCEdina$125-$475/hr
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.