TRAIL FINANCIAL PLANNING LLC
SEC Form ADV profile.
Total regulatory AUM
$117,334,223
Discretionary
$117,334,223
Non-discretionary
$0
Firm details
- CRD number
- 165063
- SEC file number
- 801-135022
- Main office
- BELLINGHAM, WA, United States
- Employees
- 4
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly
As of October 2026.