Trail Financial Planning Llc
- Regulatory AUM
- $117M
- Discretionary
- $117M
- Clients
- 157
- Avg AUM / client
- $747K
- Accounts
- 606
- Employees
- 4
AUM over time
Annual snapshots from Form ADV filings · as of Mar 11, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 105 | $45.0M | 38.3% |
| High net worth individuals | 52 | $72.4M | 61.7% |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| John David Chesbrough | Registered representative | CFP | Nov 2015 (11y) | |
| Elizabeth Ann Snyder | Registered representative | Jun 2017 (9y) | ||
| Casey Lederer | Registered representative | Jul 2025 (1y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/11/2026 | 977 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Selection of other advisers
- • Educational seminars/workshops
Custody
Reported custodians
- Truist Financial Corp $116M (99% of AUM) Mar 2026
- Altruist Financial $116M (99% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 11, 2026.
View current Form ADV (SEC/IAPD) ↗