# Trail Financial Planning LLC

Trail Financial Planning LLC is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 165063
- **SEC file number:** 801-135022
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/165063

## About

TRAIL FINANCIAL PLANNING LLC is an SEC-registered investment adviser in BELLINGHAM, WA, registered since 2026. The firm manages approximately $117 million in regulatory assets. It has 4 employees and 3 investment advisers.

## Questions

### Who runs investment decisions at Trail Financial Planning?

The firm's principals are not publicly named in available sources. Without a disclosed team or leadership page, the identity of the investment decision-makers remains unknown.

### Which sectors does Trail Financial Planning explicitly avoid?

No sector exclusion is publicly acknowledged. The firm's investment universe and any restrictions are not documented in available public sources.

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Last updated: 2026-06-03T20:00:00.000Z

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