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TRAIL FINANCIAL PLANNING LLC
CRD 165063 · SEC 801-135022
214 N COMMERCIAL ST., BELLINGHAM, WA, 98225, United States
Phone
(360) 399-6486
Fax
(360) 733-1928
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$117.3M
Discretionary AUM
$117.3M
Team
4 total employees; 3 advisory reps; 42 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-03-11
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 105 | $45.0M |
| High net worth individuals | 52 | $72.4M |
States served
WA
All web addresses on file
- https://www.facebook.com/TrailFinancialPlanning/?modal=suggested_action
- https://www.feeonlynetwork.com/financial-advisor/john-chesbrough/
- https://www.feeonlynetwork.com/financial-advisor/elizabeth-snyder/
- https://www.trailfp.com
- https://www.xyplanningnetwork.com/advisors/john-chesbrough-cfp/
- https://www.napfa.org/firm/39508
- https://www.gfp.institute/advisors/john-chesbrough
- https://connect.xyplanningnetwork.com/find-an-advisor/elizabeth-snyder-10904
Official SEC filing: View on IAPD