On The Trail Financial Planning, LLC

Overview

On The Trail Financial Planning, LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm focuses on financial planning and discretionary portfolio management for individual and family clients and small-business owners. Its advisory model centers on fee-based relationships, using both percentage-of-assets and fixed-fee arrangements rather than commission-based brokerage. Investment activity is concentrated in publicly traded pooled vehicles—primarily mutual funds and other public funds—structured within discretionary accounts. The adviser does not position itself as a capital allocator to private fund managers, is not an active ESG investor, and is not registered as a multi-state adviser. Service delivery emphasizes comprehensive planning layered over managed portfolios rather than direct sourcing or management of bespoke alternative investments.

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Investments & Alternatives

Location & Offices