Two Trails Financial Planning
Firm details
- Headquarters
- ,
- CRD number
- 332553
- Website
- www.twotrailsfp.com
- Custodians
- CHARLES SCHWAB & CO., INC., ALTRUIST FINANCIAL LLC, TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
- Fee structure
- Hourly Charges, Fixed Fees
- Client types
- HNWI98.75%
- Individuals1.25%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Two Trails Financial Planning operates as an independent RIA structured as an LLC and owned by an individual. The firm focuses on individual and family clients, offering financial planning and discretionary portfolio management for individuals and small businesses. Its client fee model emphasizes non-asset-based billing, using hourly and fixed-fee arrangements rather than percentage-of-assets fees. Two Trails identifies as an active ESG investor and is not organized as a multi-state adviser or a capital allocator to external managers.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
Andrew Baxley
FounderCRD 6577215
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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