Elizabeth Snyder
Trail Financial Planning LLC · Bellingham, Washington
Elizabeth Snyder is a fee-only financial advisor at Trail Financial Planning LLC in Bellingham, Washington, who holds the CFP credential. Elizabeth charges a percentage of assets, hourly fees and a one-time planning fee (one-time plans from $3,000 and 1% a year on the first tier of assets managed) and focuses on small business owners.
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Specialties
Facts
| Firm | Trail Financial Planning LLC |
|---|---|
| Based in | Bellingham, Washington |
| Fee model | Percentage of assets · Hourly · One-time planning fee |
| Fees (firm's website) | One-time plans from $3,000 · 1% a year on the first tier of assets managed |
| Assets under management | $117.3M across 606 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in WA · CRD 6804652 |
| Exams passed | Series 65 (2017) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | trailfp.com |
How Elizabeth's firm compares
- A one-time plan starts at $3,000, in line with the Washington median of $3,000 for fee-only firms that publish prices.
- Trail Financial Planning LLC's average account is about $194,000, from its Form ADV (assets managed divided by 606 accounts).
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Questions about Elizabeth
Is Elizabeth Snyder a fee-only financial advisor?
Yes. Elizabeth Snyder is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Elizabeth's firm.
How does Elizabeth charge for financial advice?
Elizabeth charges a percentage of assets, hourly fees and a one-time planning fee.
How much does Elizabeth charge?
According to Trail Financial Planning LLC's website, checked October 28, 2026: one-time plans from $3,000; 1% a year on the first tier of assets managed.
Where is Elizabeth Snyder based?
Elizabeth Snyder is based in Bellingham, Washington.
What does Elizabeth specialize in?
Elizabeth's specialties include small business owners.
What credentials does Elizabeth Snyder hold?
Elizabeth Snyder holds the CFP credential.
Is Elizabeth Snyder registered with the SEC?
Yes. Elizabeth Snyder is registered as an investment adviser representative in WA (CRD 6804652), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Trail Financial Planning LLC manage?
Trail Financial Planning LLC reports $117.3M across 606 accounts in assets under management.
How do I contact Elizabeth Snyder?
Through Elizabeth's website, trailfp.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- Trail Financial Planning LLC website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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