Elizabeth Snyder is a registered investment advisor at Trail Financial Planning LLC, based in Bellingham, WA, with 8 years of industry experience. Elizabeth operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 7 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
Contact
Elizabeth Snyder
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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Elizabeth works as a licensed mental health counselor in a solo practice, dedicating about half her time to this. She is also a partner in 214 Commercial, LLC, managing rental property and spending minimal time on landlord duties.
Employment History
Current Registrations
Trail Financial Planning LLC
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
I am Elizabeth Snyder. I am a financial planner and investment manager. I transitioned to financial planning after 20 years as a mental health therapist. I saw a need for creating a non-judgmental and non-threatening place where individuals can get their financial questions answered and create a plan. I enjoy working with women who have recently gone through a transition: widowhood, divorce, death or other life transition. I often encounter my clients in the midst of a transition - mixed with loss or sudden money and possibly bigger financial responsibilities than they have ever had before. Ideally, I start working with people before a big transition, however sometimes it takes a big change to take the step and reach out for assistance. This can be a vulnerable time for individuals and I am protective of those I work with as a fee-only and fiduciary planner. I help you put all the financial pieces together into a cohesive strategy that matches you, your family, and your values. I help you organize, strategize, simplify. I partner with you to assist you in making the choices you want.