RIA Intel›Advisers›Colorado›WINDING TRAIL FINANCIAL PLANNING, LLC

WINDING TRAIL FINANCIAL PLANNING, LLC

Advisory

CO

Data as of Jun 9, 2026 · Source: SEC Form ADV

Average account

$275K

across 48 accounts

AUM per adviser

$13M

1 advisers

Source: SEC Form ADV. Figures as filed Jun 9, 2026.

Total AUM

$13M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$13M

Discretionary AUM$13M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients9

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCO, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

9 clients

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in CO

Closest by assets under management. All figures from Form ADV.

SNOWCAP FINANCIAL LLC

$13M

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STEAMBOAT SPRINGS, CO

$13M

RETIRE RIGHT PLANNING, LLC

$13M

CENTRIC INVESTMENT GROUP INC

$13M

STEVENSON ADVISORS, LLC

$13M

VERO ADVISORS, LLC

$13M

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