Trailpoint Financial Planning
Firm details
- Headquarters
- ,
- CRD number
- 310766
- Website
- www.trailpointfp.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Trailpoint Financial Planning is an independent registered investment adviser organized as an LLC that focuses on individual and family clients. The firm provides financial planning, portfolio management for individuals and small businesses, and the selection of third‑party advisers when appropriate. Its billing model includes percentage-of-assets fees alongside hourly and fixed-fee engagements, and the firm acts as a capital allocator when placing client capital with external managers. Trailpoint does not identify as an active ESG investor and appears concentrated on traditional wealth-management relationships rather than institutional or pension consulting.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities82%
- US Government Bonds13%
- Investment Grade Corp Bonds4%
- Cash & Cash Equivalents1%
Contacts
1 of 1
Corey Wiederholt
FounderCRD 7292375
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations