Trail Financial Planning LLC
Trail Financial Planning LLC (CRD# 165063) is a financial advisory firm headquartered in Bellingham, WA. They manage $2,351,971 in 26 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management2MILLION
Total Number of Accounts26ACCOUNTS
Average Account Value$90,460
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
John Chesbrough (CRD# 6104183) is an Investment Advisor Representative working at Trail Financial Planning LLC in Bellingham, WA and has over 5 years of experience in the finance industry.
Elizabeth Weinstein (CRD# 6804652) is an Investment Advisor Representative working at Trail Financial Planning LLC in Bellingham, WA and has 1 year of experience in the finance industry.