# TRAIL FINANCIAL PLANNING LLC

TRAIL FINANCIAL PLANNING LLC of BELLINGHAM, WA is an SEC-registered investment adviser.

## Registration

- CRD: 165063
- Type: SEC-registered investment adviser
- SEC file number: 801-135022
- 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)

| Name | Role | Location |
| --- | --- | --- |
| Elizabeth Ann Snyder | MEMBER/LEAD FINANCIAL PLANNER | — |
| John David Chesbrough | MEMBER/CHIEF COMPLIANCE OFFICER/LEAD FINANCIAL PLANNER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/165063/brochure
- Similar advisers: https://search.stillhousedata.com/firm/165063/similar
- Related entities: https://search.stillhousedata.com/firm/165063/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/165063

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.