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- Custodian
- Altruist · Pershing · TD Ameritrade · Truist Bank
- Clients
- Retail
- Platforms
- Available
- Established Date
- 11-19-2012
- Office Locations
- 1
Office Locations
About Trail Financial Planning LLC
Trail Financial Planning is an independent, fee-only fiduciary RIA in Bellingham, WA providing financial planning and ongoing investment management. The firm specializes in values-aligned advice for clients in helping professions (e.g., therapists, firefighters, teachers, medical professionals) and many small business owners, working with couples/families and with a dedicated focus on women. Portfolios are built primarily with public funds and ETFs, with custody available at Schwab or Altruist.
Team overview
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Asset Classes
Client Personas
Investment Themes
Investment Vehicles
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Technology
Owner & Executives
JOHN DAVID CHESBROUGH
Chief Compliance Officer, Financial Advisor, General Partner, LEAD FINANCIAL PLANNER
- CRD
- #6104183
- Ownership
- 75% or more
ELIZABETH ANN SNYDER
Advisor, LEAD FINANCIAL PLANNER
- CRD
- #6804652
- Ownership
- 10% but less than 25%
Showing 2 of 2 owners & executives
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Casey Lederer
--
- CRD
- #8139823
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $117,334,223 | $193,621 |
| Non-Discretionary | $0 | -- |
| Total | $117,334,223 | $193,621 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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