Caedmon Bear
On the Trail Financial Planning · Walnut Creek, California
Caedmon Bear is a fee-only financial advisor at On the Trail Financial Planning in Walnut Creek, California. Caedmon focuses on retirement planning. On the Trail Financial Planning reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | On the Trail Financial Planning |
|---|---|
| Based in | Walnut Creek, California |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $83.8M across 269 accounts |
| SEC registration | Investment adviser representative in CA, TX · CRD 2831613 |
| Exams passed | Series 66 (2008) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | onthetrailfp.com |
| Profile |
How Caedmon's firm compares
- On the Trail Financial Planning's average account is about $312,000, from its Form ADV (assets managed divided by 269 accounts).
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Questions about Caedmon
Is Caedmon Bear a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Caedmon holds no broker registration, and On the Trail Financial Planning reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Caedmon charge for financial advice?
Caedmon's firm, On the Trail Financial Planning, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Caedmon Bear based?
Caedmon Bear is based in Walnut Creek, California.
What does Caedmon specialize in?
Caedmon's specialties include retirement planning.
Is Caedmon Bear registered with the SEC?
Yes. Caedmon Bear is registered as an investment adviser representative in CA and TX (CRD 2831613), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does On the Trail Financial Planning manage?
On the Trail Financial Planning reports $83.8M across 269 accounts in assets under management.
How do I contact Caedmon Bear?
Through Caedmon's website, onthetrailfp.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Walnut Creek
Other advisors in California who focus on retirement planning
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- On the Trail Financial Planning website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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