Casey Lederer
Trail Financial Planning · Bellingham, Washington
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.
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Facts
| Firm | Trail Financial Planning |
|---|---|
| Based in | Bellingham, Washington |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $117.3M across 606 accounts |
| SEC registration | Investment adviser representative in WA · CRD 8139823 |
| Exams passed | Series 65 (2025) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.feeonlynetwork.com/financial-advisor/john-chesbrough |
How Casey's firm compares
- Trail Financial Planning's average account is about $194,000, from its Form ADV (assets managed divided by 606 accounts).
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Questions about Casey
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Bellingham
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
- 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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