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Trail Financial Planning LLC

● SEC registered since 2026CRD 165063SEC# 801-135022Bellingham, WA
Export (members)
Reg. AUM
$103.9M
Employees
4
Accounts
150
Location
Bellingham, WA

Trail Financial Planning LLC assets under management

Trail Financial Planning LLC is a registered investment adviser overseen by the SEC based in Bellingham, WA. The firm has been registered since 2026. It reports $103.9 million in regulatory assets under management and employs 4 people.
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Trail Financial Planning LLC owners & executives

2 reported
NameTitleOwnershipSince
Elizabeth Ann Snyder ControlMember/Lead Financial Planner10-25%2017
John David Chesbrough ControlMember/Chief Compliance Officer/Lead Financial PlannerOver 75%2017

Frequently asked questions

How much does Trail Financial Planning LLC manage?

Trail Financial Planning LLC reports $103.9 million in regulatory assets under management on its Form ADV.

How many employees does Trail Financial Planning LLC have?

Trail Financial Planning LLC reports 4 employees.

Where is Trail Financial Planning LLC located?

Trail Financial Planning LLC is based in Bellingham, WA and has been SEC-registered since 2026.

Does Trail Financial Planning LLC disclose fund performance?

Trail Financial Planning LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address214 N Commercial St., Bellingham, WA 98225
Phone(360) 399-6486
Fax(360) 733-1928
Office hours9a.m. - 6p.m.
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$103.9M
Non-discretionary$0
Total (RAUM)$103.9M