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Trailhead Planners 

Our Pricing.

Schedule a Free Intro Call

We believe in fair and transparent pricing, which is why we choose to charge a customized flat fee for our services.

Our goal is to use a pricing structure that is fair, transparent, and reduces conflicts of interest. As a result, we avoid traditional pricing based on assets under management or commissions. Rather, we use a sliding scale, fixed fee structure that is based on income, assets and complexity. Since each client situation is different, the cost can range widely. 

Studies have shown that working with a trusted advisor improves financial outcomes. Our fee may seem like a lot, and it is, but a trusted financial advisor can typically provide value well in excess of the cost of advice, both in ways that are quantifiable and in ways that are not. Notably, many clients will pay less for our comprehensive service than they would pay for just investment management elsewhere. If you are someone who desires a holistic approach, our pricing will be extremely competitive with industry average. If we are unable to provide you value, it’s our fiduciary responsibility to recommend that you use another planner.  

Since pricing is unique to each client, we cannot quote a precise fee until we’ve learned more about you and your situation.  For this reason, we offer a free initial consultation to allow you to better understand how you may benefit from working with Trailhead Planners and so that we can both determine if you are a good fit for our services.

Wealth Management for Retirees

Starting at $1,875/quarter

  • Proactive Financial Planning
  • Customized Investment Management
  • Tax planning and Preparation
  • Withdrawal and Cash-Flow Planning
  • Estate Planning and Risk Management Strategies
  • Social Security and Medicare Planning
  • Unlimited access for meetings and implementation
Ongoing Financial Planning for Executives & Doctors
Starting at $1,875/quarter or $625/month
  • Proactive Financial Planning
  • Coordinated Investment Strategy
  • Tax Planning and Preparation
  • Stock Compensation Analysis
  • Benefits Planning and Insurance Review
  • Debt & Student Loan Repayment Analysis
  • Unlimited access for meetings and implementation

Interested in learning more? Setup a free introductory phone call:

Schedule a Free Intro Call

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