On The Trail Financial Planning, LLC

On The Trail Financial Planning, LLC (CRD# 297393) is a financial advisory firm headquartered in , . They manage $47,837,961 in 216 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
https://onthetrailfp.com/
By the Numbers
  • Total Assets Under Management
    48
    MILLION
  • Total Number of Accounts
    216
    ACCOUNTS
  • Average Account Value
    $221,472
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, TX

Financial Advisors at On The Trail Financial Planning, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Caedmon Bear, financial advisor Walnut Creek CA
Caedmon G. Bear
CRD#: 2831613
Walnut Creek, CA

Caedmon Bear (CRD# 2831613) is an Investment Advisor Representative working at On The Trail Financial Planning, LLC in Walnut Creek, CA and has over 15 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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