Trailwise Financial Partners, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$138,943,796
Clients
197
Advisors
3
of 4 employees
About
The firm advises individuals (including high-net-worth clients), families, trusts, charities, business owners, and employer-sponsored retirement plans. It offers discretionary and non-discretionary investment management, financial planning, retirement-plan advisory, legacy position management, and consulting services, including business transition work for owners preparing for sale or succession.
The firm typically implements strategic asset allocation using equities, ETFs, mutual funds, cash and, when appropriate, alternative and private investments, and it rebalances portfolios to align with client objectives. TrailWise uses a third‑party risk-profiling tool (Nitrogen) to help tailor portfolios, conducts periodic reviews, and provides both one‑time financial plans and ongoing managed accounts while permitting client-imposed investment restrictions.
Noteworthy for a firm of its size, TrailWise offers a dedicated business-transition consulting offering that delivers a formal business overview and ongoing advisory services (valuation, exit planning, due diligence preparation, 90‑day sprints, and related operational planning). The firm’s ownership also operates and commercializes NovaTrak financial‑planning software (a disclosed source of outside compensation and a stated time commitment), and it recently transitioned to SEC registration after surpassing $100 million in assets under management, signaling an expanded regulatory status and capacity to recommend private and ESG‑oriented investments.
Client services
Expertise
Occupation focus
Fee options
Financial planning fixed fees from $1,000 to $20,000; initial business consulting onboarding fee $2,500
$0 - $500,000: 1.00% $500,001 - $1,000,000: 0.90% $1,000,001 - $2,500,000: 0.75% $2,500,001 - $5,000,000: 0.60% $5,000,001 - $10,000,000: 0.45% $10,000,001 - $25,000,000: 0.30% $25,000,001 - $50,000,000: 0.20% $50,000,001+: 0.15% $0 - $250,000: 1.25% $250,001 - $500,000: 1.15% $500,001 - $1,000,000: 1.00% $1,000,001 - $2,500,000: 0.80% $2,500,001 - $5,000,000: 0.70% $5,000,001 - $25,000,000: 0.50% $25,000,001 - $50,000,000: 0.40% $50,000,001 - $75,000,000: 0.35% $75,000,001 - $100,000,000: 0.30% $100,000,001+: 0.25%
$400 per hour for financial planning; consulting fees negotiated hourly
Fee-only: Financial planning fixed fees from $1,000 to $20,000; hourly fees at $400/hour; consulting fees negotiated, initial onboarding fee $2,500
Main office
1536 Cole Boulevard, Suite 205
Golden CO 80401
Advisors at this office
3
Most active in
Colorado · Louisiana · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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.
Quick links
Advisors at this firm
Nicholas R
CFP®, Series 66
Golden, CO
Trailwise Financial Partners, LLC
Nicholas Rose is a CFP® with 11 years of experience in the financial services industry. He is currently with Trailwise Financial Partners, LLC and has previously worked at LPL Financial LLC and Commonwealth Financial Network. Rose is also the managing member of NOVATRAK, LLC, a company that develops proprietary web-based financial planning software. Trailwise Financial Partners advises individuals, families, trusts, charities, business owners, and retirement plans, offering services such as investment management, financial planning, and business transition consulting. The firm employs a strategic asset allocation approach and utilizes third-party risk-profiling tools to tailor portfolios, with a notable focus on business-transition advisory services.
Yizeth A
CFP®
Golden, CO
Trailwise Financial Partners, LLC
Yizeth Almemar is a CFP® professional with six years of experience at Trailwise Financial Partners, LLC and four years previously at Commonwealth Financial Network (dba: Summit Wealth Group). She serves as managing member of NovaTrak, LLC, a company offering proprietary web-based financial planning software. Trailwise Financial Partners advises individuals, families, trusts, charities, business owners, and retirement plans with services including investment management, financial planning, and business transition consulting, using a strategic asset allocation approach tailored by risk-profiling tools.
Emily B
CFP®, Series 66
Golden, CO
Trailwise Financial Partners, LLC
Emily Biehler is a CFP® with 13 years of industry experience and currently serves as an advisor at Trailwise Financial Partners, LLC. She has previously worked at LPL Financial, Summit Wealth Group, and Commonwealth Financial Network. Outside of her advisory role, she is a notary public. Trailwise Financial Partners advises individuals, families, trusts, charities, business owners, and retirement plans, offering services including investment management, financial planning, and business transition consulting. The firm employs strategic asset allocation and uses a third-party risk-profiling tool to tailor portfolios, providing both one-time financial plans and ongoing managed accounts.
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