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Trailhead PlannersFinancial advisor in Edina, MN

Trailhead Planners is a financial advisor at 5151 Edina Industrial Blvd Ste 200, Edina, MN 55439, ranked #42 of 431 financial advisors in Edina and rated 5.0 from 11 Google reviews. Open Monday to Friday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Edina, MNUpdated 0 paid placements in any rankingHow we rank

Call (612) 416-5615Website ↗

Key facts

Key facts about Trailhead Planners
Address5151 Edina Industrial Blvd Ste 200, Edina, MN 55439Get directions
Phone(612) 416-5615
Websitetrailheadplanners.com
HoursMonday to Friday: 8:30 AM – 5 PM
Google rating5.0 from 11 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

Service area

Serves Edina and 11 towns within 25 miles: Bloomington, Richfield, Eden Prairie, Savage, Saint Louis Park, Hopkins, Minnetonka Mills, Burnsville, Minnetonka, Chanhassen and Minneapolis.

Based in Edina, MNView on map

Opening hours

Opening hours for Trailhead Planners
DayHours
Monday8:30 AM – 5 PM
Tuesday8:30 AM – 5 PM
Wednesday8:30 AM – 5 PM
Thursday8:30 AM – 5 PM
Friday8:30 AM – 5 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about Trailhead Planners

How is Trailhead Planners ranked in Edina?

Trailhead Planners is ranked #42 of 431 financial advisors in Edina by RFA Score, with 69 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What are Trailhead Planners’ hours?

Trailhead Planners is open Monday to Friday. Its listed hours are Monday to Friday, 8:30 AM – 5 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does Trailhead Planners serve?

Serves Edina and 11 towns within 25 miles: Bloomington, Richfield, Eden Prairie, Savage, Saint Louis Park, Hopkins, Minnetonka Mills, Burnsville, Minnetonka, Chanhassen and Minneapolis. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about Trailhead Planners?

Trailhead Planners has a rating of 5.0 from 11 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact Trailhead Planners?

Call Trailhead Planners on (612) 416-5615. The business is at 5151 Edina Industrial Blvd Ste 200, Edina, MN 55439. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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Compare nearby financial advisors

Trailhead Planners compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
Trailhead Planners (this business)—695.0 (11)NoNo
LGH Wealth Management#40695.0 (11)NoNo0.4 mi
Cerity Partners#41695.0 (25)NoNo11.6 mi
Prosperwell Financial#43684.8 (19)NoNo6.3 mi

See all 431 ranked financial advisors in Edina