# Casey Lederer

> Casey Lederer is a fee-only financial advisor at Trail Financial Planning in Bellingham, Washington. Trail Financial Planning reports charging a percentage of assets and hourly fees on its Form ADV.

Page: https://find.wellspent.co/advisors/casey-lederer/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Trail Financial Planning
- **Based in:** Bellingham, Washington
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly
- **Assets under management (firm):** $117.3M across 606 accounts
- **CRD:** 8139823 (https://adviserinfo.sec.gov/individual/summary/8139823)
- **SEC registration:** Investment adviser representative in WA
- **Exams passed:** Series 65 (2025)
- **Firm size:** 4 employees
- **Disclosures:** None reported
- **Website:** https://www.feeonlynetwork.com/financial-advisor/john-chesbrough/

## Frequently asked questions

### Is Casey Lederer a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Casey holds no broker registration, and Trail Financial Planning reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Casey charge for financial advice?

Casey's firm, Trail Financial Planning, reports charging a percentage of assets and hourly fees on its SEC Form ADV.

### Where is Casey Lederer based?

Casey Lederer is based in Bellingham, Washington.

### Is Casey Lederer registered with the SEC?

Yes. Casey Lederer is registered as an investment adviser representative in WA (CRD 8139823), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Trail Financial Planning manage?

Trail Financial Planning reports $117.3M across 606 accounts in assets under management.

### How do I contact Casey Lederer?

Through Casey's website, www.feeonlynetwork.com/financial-advisor/john-chesbrough.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/8139823): 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
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.