# ON THE TRAIL FINANCIAL PLANNING, LLC

ON THE TRAIL FINANCIAL PLANNING, LLC is a RIA based in Walnut Creek.

## Overview

- **Organization type:** RIA
- **Headquarters:** Walnut Creek
- **Assets under management:** Undisclosed
- **Website:** onthetrailfp.com

## Regulatory record

- **CRD number:** 297393
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/297393

## About

On the Trail Financial Planning, LLC is a fee-only financial planning and investment management firm based in Walnut Creek, CA. It takes a holistic approach to retirement planning and works with people who want to live their best lives and leave the world a better place. The firm builds tailored financial plans and uses a low-cost, evidence-based investing approach.

## Questions

### Does ON THE TRAIL FINANCIAL PLANNING, LLC have a website or online presence?

No active website or professional social media accounts have been identified. The firm does not appear on common business directories or advisor-listing platforms.

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Last updated: 2026-08-11T15:07:41.444Z

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