Trail Financial Planning LLC

Trail Financial Planning LLC (CRD# 165063) is a financial advisory firm headquartered in Bellingham, WA. They manage $57,369,677 in 367 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
214 N Commercial St., Bellingham, WA 98225
https://www.trailfp.com
By the Numbers
  • Total Assets Under Management
    57
    MILLION
  • Total Number of Accounts
    367
    ACCOUNTS
  • Average Account Value
    $156,321
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States
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 Chesbrough, financial advisor Bellingham WA
John D. Chesbrough
CRD#: 6104183
214 N Commercial St., Bellingham, WA 98225

John Chesbrough (CRD# 6104183) is an Investment Advisor Representative working at Trail Financial Planning LLC in Bellingham, WA and has over 11 years of experience in the finance industry.

2
Elizabeth Snyder, financial advisor Bellingham WA
Elizabeth A. Snyder
CRD#: 6804652
214 N Commercial St., Bellingham, WA 98225

Elizabeth Snyder (CRD# 6804652) is an Investment Advisor Representative working at Trail Financial Planning LLC in Bellingham, WA and has over 7 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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