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They include 108 individual clients and 43 high-net-worth individuals.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 6 July 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Trailhead Planners offer?","answer":"Trailhead Planners provides financial planning, portfolio management for individuals and small businesses, and selecting other managers.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Trailhead Planners use?","answer":"Trailhead Planners’ separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $187M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 6 July 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Trailhead Planners have?","answer":"Trailhead Planners has 3 investment adviser representatives registered with state securities authorities, out of 4 employees, and 3 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Trailhead Planners invest in?","answer":"At the end of its last fiscal year, Trailhead Planners’ separately managed accounts held 90% registered funds (mutual funds, ETFs, BDCs), 7% exchange-traded equities, 2% cash and equivalents, 1% non-exchange-traded equities, 1% state and local bonds and 1% pooled vehicles (private funds and similar).","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Trailhead Planners?","answer":"Trailhead Planners’ direct owners are Morgan Ranstrom (50% to 75%) and William Mulvahill (50% to 75%).","source":"Form ADV Part 1A, Schedules A and B, filed 6 July 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Trailhead Planners get paid?","answer":"Trailhead Planners is paid through a percentage of assets under management, hourly charges and fixed fees. 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Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}