← Tributary

TRAIL FINANCIAL PLANNING LLC

BELLINGHAM, WA · CRD 165063 · IAPD ↗ · (360) 399-6486

$117.3MRegulatory AUM
3Advisory reps
4Employees
42Clients
101-250Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

50
April 2026 — TRAIL FINANCIAL PLANNING LLC added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
95
February 2026 — TRAIL FINANCIAL PLANNING LLC (BELLINGHAM, WA) is newly SEC-registered with $103.9M RAUM and 3 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.