TRAIL FINANCIAL PLANNING LLC

TRAIL FINANCIAL PLANNING LLC of BELLINGHAM, WA is an SEC-registered investment adviser (CRD 165063). Regulatory assets under management: $117.3M.

Registration

• CRD: 165063
• SEC file number: 801-135022
• Type: Registered investment adviser
• Location: 214 N COMMERCIAL ST., BELLINGHAM, WA, 98225
• Phone: (360) 399-6486
• Latest filing: 2026-03-11
• Regulatory AUM: $117.3M
• Discretionary AUM: $117.3M
• Clients: 4
• Accounts: 606

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth, Pensions, Charities.

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 165063 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search