ON THE TRAIL FINANCIAL PLANNING, LLC

ON THE TRAIL FINANCIAL PLANNING, LLC is an SEC-registered investment adviser (CRD 297393). Regulatory assets under management: $83.8M.

Registration

• CRD: 297393
• Type: Registered investment adviser
• Phone: 925-239-6305
• Latest filing: 2026-07-27
• Regulatory AUM: $83.8M
• Discretionary AUM: $83.8M
• Clients: 1
• Accounts: 269

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 297393 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search