TRAILPOINT FINANCIAL PLANNING

TRAILPOINT FINANCIAL PLANNING is an SEC-registered investment adviser (CRD 310766). Regulatory assets under management: $2.8M.

Registration

• CRD: 310766
• Type: Registered investment adviser
• Phone: 303-913-5818
• Latest filing: 2026-05-13
• Regulatory AUM: $2.8M
• Discretionary AUM: $2.8M
• Clients: 1
• Accounts: 17

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Charities, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 310766 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search