Trailpoint Financial Planning fees and pricing
Financial planner in Castle Rock, Colorado. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated May 13, 2026, Trailpoint Financial Planning charges $250 an hour and a quarterly fee of $600-$750 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed May 13, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $250/hr
“The hourly fee is $250 per hour.”
- Quarterly fee
- $600-$750/qtr
“This fee is currently $750 per quarter for a married couple and $600 per quarter for a single individual.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Trailpoint Financial Planning bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees may be directly debited from Client managed accounts, or clients may also choose to pay by electronic funds transfer or check.”
- “Accounts initiated or terminated during a calendar quarter will be charged a prorated fee based on the amount of time remaining in the billing period.”
- “An account may be terminated with written notice at least 30 calendar days in advance.”
How Trailpoint Financial Planning’s fees compare
- Its hourly rate of $250 is below the Colorado median of $300. 27% of the 231 other Colorado planners that publish an hourly rate charge less.
- 1 of the 4 other planners in Castle Rock that publish an hourly rate charge less.
About Trailpoint Financial Planning
“Investment Management using XY Investment Solutions (“XYIS”) as a Sub-Advisor We offer the use of Third Party Managers, Sub-Advisors, or Sub-Advisors (TAMPs) for portfolio management services as an integrated part of Ongoing Financial Planning 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: 2020 (6 years).
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% a year
- Clients
- 6
- Employees
- 1
- Works with
- Individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, selecting other advisers, and other services
- Assets managed
- $2,826,327
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 310766
- Phone
- (303) 913-5818
Other planners in Castle Rock that publish fees
- Castle Rock Investment CompanyCastle Rock$6,000-$40,000, $1,500/qtr
- DWM Family WealthCastle Rock$250/hr, $500-$10,000
- Fidelis Wealth AdvisorsCastle Rock$150-$300/hr, $2,500-$3,000
- Hill Country Kingdom AdvisorsCastle Rock$250/hr, $1,200-$10,000
- Jackson Creek Investment Advisors LLCCastle Rock$350/hr
- JD Haggar FinancialCastle Rock$2,000-$15,000
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.