Trail Financial Planning LLC at a glance
- One of 298 fee-only firms based in Washington in the Wellspent graph.
- 3 advisors are listed here; 2 of 3 hold the CFP.
- Its Form ADV reports 4 employees and 157 individual clients, 52 of them high net worth.
- Its average account is about $194,000 (assets it manages divided by its 606 accounts).
Fee-only advisors in Washington · What fee-only advisors charge in Washington
Facts
| Based in | Bellingham, Washington |
|---|---|
| Website | trailfp.com |
Questions about Trail Financial Planning LLC
How much does Trail Financial Planning LLC charge?
Trail Financial Planning LLC publishes these prices: one-time plan: from $3,000; asset-based fee: 1% a year on the first tier of assets. We found this on its website, checked October 28, 2026.
How is Trail Financial Planning LLC paid?
Trail Financial Planning LLC's Form ADV says it is paid by: percentage of assets, hourly.
How many advisors does Trail Financial Planning LLC have in the Wellspent public graph?
The Wellspent public graph lists 3 advisors at Trail Financial Planning LLC, and 2 hold the CFP.
What is the average account at Trail Financial Planning LLC?
Trail Financial Planning LLC's average account is about $194,000. That's the assets on its Form ADV divided by its 606 accounts.
What does Trail Financial Planning LLC specialize in?
Trail Financial Planning LLC's advisors and website list small business owners.
Trail Financial Planning LLC fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| One-time plan | From $3,000 |
|---|---|
| Asset-based fee | 1% a year on the first tier of assets |
| How it charges | Percentage of assets · Hourly · One-time plans or projects |
In the firm's words
"Minimum is $3,000. Actual amount will depend on complexity." source
"First $500,000 (AUM from $0 – $500,000) 0.25%" source
"Our standard investment management advisory fee is based on the market value of the Assets Under Management, or AUM." source
"Services delivered under the hourly fee model are based on time worked, and the current hourly rate." source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly |
|---|---|
| Assets managed | $117 million |
| Individual clients | 105 |
| High-net-worth clients | 52 |
| Accounts managed | 606 |
| Employees | 4 |
| Planning clients | 101-250 |
| Registered with | The SEC (801-135022) |
| Financial planning | Offered |
| Form ADV filed | March 11, 2026 |
| SEC record | CRD 165063 |