A complete list of active advisors currently associated with Trailpoint Financial Planning

Warmer can help you find a great advisor at Trailpoint Financial Planning or one who fits your needs even better.

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.

To learn more about the advisors currently working at Trailpoint Financial Planning, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Corey Wiederholt	Castle Rock, CO	5

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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

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