Trailwise Financial Partners, LLC fees and pricing
Financial planner in Golden, Colorado. Registered with the SEC.
According to its Form ADV Part 2A brochure dated April 1, 2026, Trailwise Financial Partners, LLC charges $400 an hour and a flat or project fee of $1,000-$20,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed April 1, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $400/hr
“Hourly fees are $400 per hour.”
- Flat or project fee
- $1,000-$20,000
“The fixed fee ranges from $1,000 to $20,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Trailwise Financial Partners, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Accounts initiated or terminated during a calendar quarter will be charged a prorated fee based on the days the Client account was open during that quarter.”
- “The fee is considered earned upon delivery of the financial plan, and any unpaid amount is immediately due.”
- “If there is a remaining balance of any fees paid in advance after deducting fees from the final invoice, those remaining proceeds will be refunded to the Client.”
How Trailwise Financial Partners, LLC’s fees compare
- Its hourly rate of $400 is above the Colorado median of $300. 80% of the 231 other Colorado planners that publish an hourly rate charge less.
- 1 of the 2 other planners in Golden that publish an hourly rate charge less.
- Its flat or project fee of $1,000-$20,000 spans the Colorado median of $5,250. 82% of the 214 other Colorado planners that publish a flat or project fee charge less.
- 3 of the 4 other planners in Golden that publish a flat or project fee charge less.
About Trailwise Financial Partners, LLC
“Our Firm offers a variety of advisory services, which include discretionary and non-discretionary investment management, financial planning, consulting services and assets under advisement, and retirement services.”
- Firm size: 4 employees.
- Founded: 2019 (7 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- College planning
- Business owners
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
- Clients
- 197
- Employees
- 4
- Works with
- Individuals, high net worth individuals, and pension and profit sharing plans
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, pension consulting, and other services
- Assets managed
- $144,773,386
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 323530
- Phone
- (720) 463-2850
Other planners in Golden that publish fees
- Alpine Financial Advisers, LLCGolden$1,000
- Aspen Leaf Wealth Management, PBCGolden$2,500/yr
- Gilpin Wealth Management LLCGolden$1,000-$50,000, $100-$1,000/qtr
- Gorham Wealth Management, LLCGolden$250/hr, $250
- Western Wealth Management LLCGolden$100-$1,000/hr, $100-$10,000
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.