John David Chesbrough
CFP®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.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Services Offered
- Education Funding
- Retirement Planning
- Financial Planning
- Tax Planning
- Investment Management
- Cashflow & Budgeting
Specializations
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...
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
Direct
(xxx) xxx-xxxx
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
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Credentials
Years of Experience
14 years in the financial services industry
Current & Past Employments
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Current Firm
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
Contact Information
Main Address
214 N Commercial St., Bellingham, WA 98225Phone Number
(360) 399-6486# of Employees
4SEC notice filing (1 States and Territories)
Registered to provide investment advisory services in 1 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
606AUM (Assets Under Management)
$117,334,223Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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Primary Firm SEC Registration
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
State Registrations and Notice Filings
(11/20/2015)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view John David Chesbrough's CRS (Customer Relationship Summary).
Services Offered by John
- Education Funding
- Retirement Planning
- Financial Planning
- Tax Planning
- Investment Management
- Cashflow & Budgeting
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