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- Custodian
- Altruist · Charles Schwab & Company · Truist Bank
- Clients
- Retail
- Platforms
- Summit momentumVertex unison +more
- Established Date
- 07-20-2018
- Office Locations
- 1
Office Locations
About ON THE Trail Financial Planning, LLC
On the Trail Financial Planning, LLC is a Walnut Creek, CA fee-only firm providing financial planning and investment management for individuals who want to live well while leaving the world better. Portfolios are implemented primarily with public funds, including ETFs and mutual funds, with an emphasis on ESG/impact and socially responsible investing. Custody is supported through platforms such as Altruist and Schwab.
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Owner & Executives
CAEDMON GOODRICH BEAR
Chief Compliance Officer, Financial Planner, Managing Member
- CRD
- #2831613
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $83,823,098 | -- |
| Non-Discretionary | $0 | -- |
| Total | $83,823,098 | -- |
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Separately Managed Accounts
Total SMA Asset: $83,823,098
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,777,847,767 | 33.8% |
| Cash | $2,210,772,336 | 26.9% |
| Equity - Exchange | $3,229,864,416 | 39.3% |
| Total | $8,218,484,519 | 100.0% |