On The Trail Financial Planning, LLC
RIASEC Registered
Total AUM
$83.8M
Discretionary
$83.8M
100% of AUM
Avg account
$312K
Accounts
269
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 297393
- Website
- onthetrailfp.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI78.61%
- Individuals21.39%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
On The Trail Financial Planning, LLC is an independent, owner-operated registered investment adviser serving individuals, families and small-business owners. Its advisory services center on financial planning and discretionary portfolio management, and it charges both AUM-based fees and fixed fees. Filings indicate the firm does not position itself as an ESG-focused manager and is not identified as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds89%
- Cash & Cash Equivalents7%
- Exchange Traded Equities4%
Contacts
1 of 1
Caedmon Bear
Founder, Financial Planner and Investment AdvisorCRD 2831613
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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