Overview
Assets Under Management: $117 million
Headquarters: BELLINGHAM, WA
High-Net-Worth Clients: 52
Average Client Assets: $1.4 million
Frequently Asked Questions
TRAIL FINANCIAL PLANNING LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #165063), TRAIL FINANCIAL PLANNING LLC is subject to fiduciary duty under federal law.
TRAIL FINANCIAL PLANNING LLC is headquartered in BELLINGHAM, WA.
TRAIL FINANCIAL PLANNING LLC serves 52 high-net-worth clients according to their SEC filing dated March 11, 2026. View client details ↓
According to their SEC Form ADV, TRAIL FINANCIAL PLANNING LLC offers financial planning, portfolio management for individuals, pension consulting services, selection of other advisors, and educational seminars and workshops. View all service details ↓
TRAIL FINANCIAL PLANNING LLC manages $117 million in client assets according to their SEC filing dated March 11, 2026.
According to their SEC Form ADV, TRAIL FINANCIAL PLANNING LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 52
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 61.66%
Average Client Assets: $1.4 million
Total Client Accounts: 606
Discretionary Accounts: 606
Regulatory Filings
CRD Number: 165063
Filing ID: 2070596
Last Filing Date: 2026-03-11 17:00:56