{"@context":{"@vocab":"https://schema.org/"},"@type":"FinancialService","@id":"https://api.ai-analytics.org/adviser/165063#adviser","name":"TRAIL FINANCIAL PLANNING LLC","alternateName":"TRAIL FINANCIAL PLANNING LLC","identifier":[{"@type":"PropertyValue","propertyID":"CRD number","value":"165063"},{"@type":"PropertyValue","propertyID":"SEC file number","value":"801-135022"}],"address":{"@type":"PostalAddress","addressLocality":"BELLINGHAM","addressRegion":"WA","postalCode":"98225","addressCountry":"United States"},"url":"https://www.facebook.com/TrailFinancialPlanning/?modal=suggested_action","description":"TRAIL FINANCIAL PLANNING LLC is a Registered Investment Adviser based in BELLINGHAM, WA. Reports $117,334,223 in regulatory assets under management. No Form ADV Item 11 disciplinary disclosures reported.","additionalProperty":[{"@type":"PropertyValue","propertyID":"Adviser type","value":"Registered Investment Adviser"},{"@type":"PropertyValue","propertyID":"SEC status","value":"Approved"},{"@type":"PropertyValue","propertyID":"Regulatory AUM (USD)","value":117334223},{"@type":"PropertyValue","propertyID":"Number of accounts","value":606},{"@type":"PropertyValue","propertyID":"Employees","value":4},{"@type":"PropertyValue","propertyID":"Private funds managed","value":0}],"sameAs":["https://adviserinfo.sec.gov/firm/summary/165063","https://reports.adviserinfo.sec.gov/reports/ADV/165063/PDF/165063.pdf"],"isAccessibleForFree":true,"license":"https://creativecommons.org/publicdomain/zero/1.0/","_source":{"data_provider":"AI Analytics","data_provider_url":"https://api.ai-analytics.org","license":"https://creativecommons.org/publicdomain/zero/1.0/","primary_source":"https://adviserinfo.sec.gov/","primary_source_dataset":"https://www.sec.gov/data-research/sec-markets-data/information-about-registered-investment-advisers-exempt-reporting-advisers","generated_at":"2026-06-27T11:48:59.990Z"}}