Trail Financial Planning LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Bellingham, WA. Its latest Form ADV filing, dated March 11, 2026, reports $117M in regulatory assets under management, 4 employees, 2 offices, and 606 accounts.
Assets Under Management
$117M
Employees
4
Offices
2 offices
Total Clients
157
Primary office
BELLINGHAM, WA
214 N COMMERCIAL ST., BELLINGHAM, WA, United States
Top client segmentIndividuals represent 66.9% of total clients.
Top client categories% of clientsClients
1
Individuals
66.9%
105
2
HNWI
33.1%
52
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$117Mas of March 11, 2026
Discretionary100.0%
$117M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$117M
Total Accounts606
10Y AUM Change+$13M (+13.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee39:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.