John D. Chesbrough
TRAIL FINANCIAL PLANNING
BELLINGHAM, WA 98225
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CRD#: 6104183
Professional summary
John David Chesbrough, CFP® is a registered financial advisor currently at TRAIL FINANCIAL PLANNING LLC located in Bellingham, Washington.
John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. John has worked at 1 firm and has passed the Series 65 exam.
Core Areas of Focus
Cash Flow/Budgets/Credit Issues
College/Education Planning
Financial Psychology/Coaching
Investment Advice with Ongoing Management
Socially Responsible Investments
Tax Planning
Biography
John Chesbrough, CFP(R), is a Bellingham, WA fee-only financial planner. John founded and co-owns Trail Financial Planning LLC in order to provide comprehensive and objective financial planning and investment management to help clients organize, grow and protect their assets through life’s transitions. As a fee-only financial advisor, John is never paid a commission of any kind. As the owner of an independent business, John can advocate for his clients without the pressures from an umbrella ownership structure. As a fiduciary, John has a legal obligation to provide unbiased and trustworthy financial advice.
Question & Answer
What are your service offerings?
Education Planning
Retirement Planning
Debt Management
Tax Planning
Investment Planning
Comprehensive Financial Planni...
Socially Responsible Investing
What is your minimum asset requirement?
250K
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view John David Chesbrough's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2019
Experience
Current
November 20, 2015 - Present
TRAIL FINANCIAL PLANNING LLC
Office #1: 214 N Commercial St., Bellingham, WA 98225RIA
CRD#: 165063
BELLINGHAM, WA
Past
November 19, 2012 - December 6, 2013
TRAIL FINANCIAL PLANNING LLC
RIA
CRD#: 165063
BELLINGHAM, WA
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Washington(11/20/2015)
Current Firm
TRAIL FINANCIAL PLANNING LLC
CHESBROUGH, JOHN | TRAIL FINANCIAL PLANNING, LLC | TRAIL FINANCIAL PLANNING LLC | TRAIL FINANCIAL LLC | TRAIL FINANCIAL ADVISING LLC | JOHN D CHESBROUGH | JOHN CHESBROUGH | CHESBROUGH, JOHN DAVID
CRD#: 165063 / SEC#: 801-135022
Washington
Registered Investment Advisory firm - (10/4/2012 Approved)PREMIUM
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Contact information
Main Address
214 N Commercial St., Bellingham, WA 98225
Mailing Address
Phone number
(360) 399-6486
Established
Firm type
Fiscal year end
# of Employees
4
Regulatory assets under management
| Total Number of Accounts | 150 |
| AUM (Assets Under Management) | $ 103,865,124 |
Red Flags
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