Planning Trail Investments, LLC

Overview

Planning Trail Investments, LLC is a small, independent registered investment adviser that serves individual and family clients, along with small businesses and institutional business clients. The firm’s advisory activities emphasize financial planning and discretionary portfolio management across personal and business clients. Its fee model combines a percentage-of-AUM charge with hourly fees, indicating a mix of ongoing asset management and project-based planning engagements. The firm does not position itself as a capital allocator or a multi-state ESG specialist. Its filings show a concentrated, client-focused practice rather than a broad institutional platform; evidence of this is the low overall AUM and the limited client base. Investment implementation appears to favor pooled public fund vehicles rather than direct-stock concentration or large third‑party alternative allocations.

Assets & Accounts

Public Holdings

Location & Offices