Trailpoint Financial Planning
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Trailpoint Financial Planning advises individual clients on investment management and comprehensive financial planning, offering both ongoing subscription-style planning and project-based engagements. The firm provides portfolio management through a third-party sub-advisor, XY Investment Solutions, and accepts both custody-held assets and assets held away under an assets-under-advisement arrangement.
Investment decisions are guided by Modern Portfolio Theory and a predominantly passive, model-based approach that uses index mutual funds and ETFs implemented through the sub-advisor. For accounts managed via the sub-advisor, the firm requires discretionary trading authority and conducts periodic reviews and annual meetings to monitor suitability and plan progress.
The firm operates on a very small scale—serving a handful of clients with roughly $2.8 million in discretionary assets—which can mean more direct access to the planner but fewer firm resources than larger advisors. The firm’s principal also runs an affiliated accounting practice and discloses cross-referral opportunities between the entities; the principal holds CFP and CPA credentials, which informs the integration of financial planning and accounting services.
Client services
Expertise
Fee options
$0 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.75% $2,000,001 - $5,000,000: 0.50% $5,000,001+: 0.35%
$250 per hour; minimum total fee $500
$750 per quarter for married couple, $600 per quarter for single individual for ongoing comprehensive financial planning, discounted based on assets under management/advisement
Main office
Castle Rock CO
Advisors at this office
1
Most active in
Colorado
Also doing business as
Trailpoint Financial Planning · Trailpoint Financial Planning LLC · Trailpoint Financial Planning, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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