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Trailhead Planners, Llc

Trailhead Planners is a fee-only financial advisory and strategic wealth planning firm specializing in comprehensive, tax-focused financial guidance.

Financial Services
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Headquarters
Minneapolis, Minnesota, United StatesSource: RevenueBaseRetrieved October 13, 2026
Employee range
1 to 10Source: RevenueBaseRetrieved October 13, 2026
Founded
2016Source: RevenueBaseRetrieved October 13, 2026
Published list appearances
7 supported appearances ↗Source: RevenueBase lists
The company at a glance

What does Trailhead Planners, Llc do?

The boutique firm maintains close client relationships through experienced advisors. The firm serves clients in Portland, Oregon, Minneapolis, Minnesota, and across the country.

Based on the company’s public LinkedIn information, supplied through RevenueBase.

Who it serves

The firm serves high-achieving women, successful entrepreneurs, and legacy-focused retirees.

What the business offers

Services & capabilities.

Fee-only financial advice

The firm uses fee-only pricing and does not sell products for commission.

Source: LinkedIn company description · Retrieved October 13, 2026

Strategic wealth planning

The firm provides comprehensive, tax-focused financial guidance.

Source: LinkedIn company description · Retrieved October 13, 2026

Explore the business in context

Company lists.

Supported appearances on published RevenueBase lists, including available memberships beyond displayed rankings.

Positions describe ordering within each source list. See how lists are built ↗

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BADGE PREVIEWTrailhead Planners, Llc listed #6 on Fiduciary tax preparation firms, September 19, 2026Open the published source list.
Trailhead Planners, Llc

#6 Fiduciary tax preparation firms

Snapshot: September 19, 2026

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Company information

Sources & data notes.

RevenueBase prepared this profile from the company’s public LinkedIn information and RevenueBase company data. These source records were retrieved on October 13, 2026. AI helped summarize these sources, with a separate automated check against the source text completed on November 4, 2026. Directory positions use company-contact counts from separate saved list snapshots dated September 19, 2026, September 27, 2026 and September 28, 2026. How the company lists are built.

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