Trail Financial Planning LLC
● SEC registered since 2026CRD 165063SEC# 801-135022Bellingham, WA
Reg. AUM
$117.3M
Employees
4
Accounts
606
Location
Bellingham, WA
Trail Financial Planning LLC assets under management
Trail Financial Planning LLC is a registered investment adviser overseen by the SEC based in Bellingham, WA. The firm has been registered since 2026. It reports $117.3 million in regulatory assets under management and employs 4 people.
Trail Financial Planning LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Elizabeth Ann Snyder Control | Member/Lead Financial Planner | 10-25% | 2017 |
| John David Chesbrough Control | Member/Chief Compliance Officer/Lead Financial Planner | Over 75% | 2017 |
Frequently asked questions
How much does Trail Financial Planning LLC manage?
Trail Financial Planning LLC reports $117.3 million in regulatory assets under management on its Form ADV.
How many employees does Trail Financial Planning LLC have?
Trail Financial Planning LLC reports 4 employees.
Where is Trail Financial Planning LLC located?
Trail Financial Planning LLC is based in Bellingham, WA and has been SEC-registered since 2026.
Does Trail Financial Planning LLC disclose fund performance?
Trail Financial Planning LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 214 N Commercial St., Bellingham, WA 98225 |
| Phone | (360) 399-6486 |
| Fax | (360) 733-1928 |
| Office hours | 9a.m. - 6p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$117.3M▲ 13%
Nov '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 90%
Larger than 10% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$117.3Mregulatory AUM
Discretionary $117.3M