Morgan Ranstrom, CFP®, CFA® Trailhead Planners

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About Morgan Ranstrom, CFP®, CFA®

As a fee-only financial planner at Trailhead Planners, Morgan collaborates with successful and on-the-go individuals and families to help develop, execute, and realize their vision of financial freedom. First, like a mapmaker for your finances, Morgan helps you assess your current financial situation, plan your destination, and chart the surest path forward. Next, the entire trail-tested team of experts at Trailhead Planners act as your guides and full-service support staff to help you implement every aspect of your financial plan, confront any obstacles or opportunities that arise along the way, and achieve your goals.

Morgan is a CFA® charterholder and a Certified Financial Planner™ professional. He has released two studio albums of his own music (Spotify, iTunes) and is currently writing a book titled Money with Purpose: Overcome your mental money barriers, make an impact, and achieve the life of your dreams. Morgan loves to travel and has worked, studied in, or traveled through many of the countries in Central and South America. He enjoys living in Minneapolis, MN, and can often be found on long walks with his family along the Minnehaha Parkway or around one of our many beautiful Minneapolis lakes.

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Recently Published

Traditional Versus Roth 401(k): Why Coronavirus Means Roth May Be Better

May 21, 2020

One of the most common questions we are asked as fee-only financial planners is “Should I make pre-tax or Roth contributions to my 401(k) plan?" There are a few variables that should guide your decision. Surprisingly, the impact of Coronavirus on our economy may be an important one. But before we get there, let’s start at the beginning.

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Keeping Emotions at Bay During Virus Volatility

May 11, 2020

Fear, uncertainty, volatility, panic—these emotions are nothing new to the world of investing. In fact, they seem to reappear on a fairly consistent basis. The outbreak of Covid-19 has brought them back with a vengeance, but wise investors know how to stay the course, keep their emotions in check, and take advantage of new opportunities. 

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What's the Story Behind Your Investments?

April 23, 2020

Our economy is taking a severe hit right now, and there is real pain being felt by millions of Americans. There is no question about that. But while this is happening, the businesses you own are adapting, innovating, and adjusting to this new reality. This dynamic response lays at the heart of American capitalism. It will help find the solutions to the current crisis, and it is planting the seeds for the next phase of economic growth in our county, whenever that occurs.

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Ideal Clients

  • Business Owners
  • Family Business
  • Gen X
  • Medical Professionals
  • Socially Responsible Investing (SRI)

Ways Advisor Charges

  • Monthly Fee
  • Quarterly Fee
  • Flat Fee
  • Assets Under Management

Fee Options

  • Upfront Financial Plan: $1,500
  • Monthly Fee: $200
  • AUM: 1.0%

SEC Records

States Registered

  • Minnesota
  • Oregon