Trailhead Planners, LLC

Overview

Trailhead Planners, LLC is an independent registered investment adviser organized as an LLC and SEC-registered in 2024. The firm is owned by an individual and positions itself as a capital allocator for individual and family clients. Its advisory scope centers on financial planning, portfolio management for individuals and small businesses, and selecting other advisers. The firm also lists accounting as a business activity and reports that it is an active ESG investor. Fee arrangements include asset-based fees, hourly charges and fixed fees. Trailhead describes its client base as individual and family households rather than institutional sponsors, and it is not multi-state or newly formed in regulatory terms despite the recent SEC registration date.

Assets & Accounts

Public Holdings

Investments & Alternatives