TRAIL FINANCIAL PLANNING LLC

Overview

Trail Financial Planning LLC is an independent, individual-owned registered investment adviser that focuses on financial planning and discretionary portfolio management for individuals and small businesses. The firm combines fee‑based asset management (percentage of AUM) with hourly planning engagements, and it markets educational seminars and advisor-selection services as part of its client offering. Trail acts as a capital allocator: while the bulk of client exposure is implemented through pooled public funds and mutual funds, the firm also places selective allocations with third‑party managers, most notably in real estate. Trail does not position itself as an active ESG investor. Service emphasis is on integrated planning and portfolio execution for individual and family clients. The firm’s model favors managed, discretionary relationships rather than one-off advisory engagements, which aligns with its use of a single primary custody platform to implement model sleeves and fund-based exposures.

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Location & Offices