Trail Financial Planning LLC fees and pricing

Firm size: 4 employees.
Registered as an adviser: 2026.

Financial planner in Bellingham, Washington. Registered with the SEC.

According to its Form ADV Part 2A brochure dated March 10, 2026, Trail Financial Planning LLC charges $300 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 10, 2026. Fees can change, so confirm with the firm before you hire them.

Payment and refund terms, quoted from the fee section of the brochure.

“Investment management fees may be negotiable.”
“Advisory fees may be directly debited from client accounts, or paid by check or electronic funds transfer, per client’s choice.”
“For fees paid by electronic funds transfer, debit card or credit card, we use an independent third-party payment processor in which the client can securely input their banking information and pay their fee.”

Its hourly rate of $300 matches the Washington median of $300. 50% of the 216 other Washington planners that publish an hourly rate charge less.
5 of the 8 other planners in Bellingham that publish an hourly rate charge less.

How the firm is paid: Hourly fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 2% a year
Clients: 157
Employees: 4
Works with: Individuals and high net worth individuals
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other advisers, and educational seminars and workshops
Assets managed: $117,334,223
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: None reported
SEC CRD number: 165063
Website: facebook.com/TrailFinancialPlanning/?modal=suggested_action (opens in new tab)
Phone: (360) 399-6486

Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.