John Chesbrough is a CFP-designated registered investment advisor at Trail Financial Planning LLC, based in Bellingham, WA, with 11 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 5 more. Their firm serves 150 clients with $100M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.40% |
Additionally, Dominion charges an administrative fee of $250 per year per managed account. The combined fee charged to the Client will not exceed 2% of assets under management. Fees are negotiable.
Fee Estimator
Location
214 N Commercial St., Bellingham, WA, 98225
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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John is a partner in 214 Commercial, LLC, a rental property management business, since June 2014. He dedicates minimal time to landlord duties such as maintenance and property upkeep.
Employment History
Current Registrations
Trail Financial Planning LLC
Previous Registrations
John Chesbrough
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
Additional Information
John Chesbrough, CFP(R), is aBellingham, WA fee-only financial planner. John founded and co-owns Trail Financial Planning LLC in order to provide comprehensive and objectivefinancial planningandinvestment managementto 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.