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).

By the Numbers
  • Total Assets Under Management
    2
    MILLION
  • Total Number of Accounts
    26
    ACCOUNTS
  • Average Account Value
    $90,460
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

WA

Financial Advisors at Trail Financial Planning LLC
Showing 1 - 2 of 2 top financial advisors.
1
John D. Chesbrough
CRD#: 6104183
214 N Commercial St., Bellingham, WA 98225
93
Wealthminder
score

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.

2
Elizabeth A. Weinstein
CRD#: 6804652
214 N Commercial St., Bellingham, WA 98225
87
Wealthminder
score

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.

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