Trailblazer Wealth Management

Trailblazer Wealth Management is an independent advisory firm that serves individuals, families, trusts, high-net-worth clients, and businesses with discretionary portfolio management, non-discretionary financial planning, and retirement-plan consulting. The firm typically charges advisory fees on a percentage-of-assets-under-management basis and states that it does not impose an account minimum.

The firm employs a model-based asset allocation process and integrates portfolio management within each client’s broader financial plan, managing most accounts on a discretionary basis while also recommending third‑party models and strategies such as the Altruist Model Marketplace and the SEI Gateway Manager Program. Trailblazer also provides retirement plan design and consulting (including options like cash-balance and solo 401(k) plans) and may coordinate with or recommend ERISA Section 3(38) managers for plan sponsors.

Distinctive features for a solo independent adviser include that the firm currently reports no advisory clients and is a recently established practice led by a CFP® professional who also maintains insurance licenses; certain supervised persons may receive commission-based compensation for insurance sales, a disclosed conflict of interest. The firm generally recommends custodial platforms such as Altruist or SEI, does not provide proxy‑voting services, is deemed to have constructive custody solely to the extent of fee deduction, and may include ongoing comprehensive planning for select client relationships.