Two Trails Financial Planning
Firm details
- Headquarters
- ,
- CRD number
- 332553
- 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 is a small, independent RIA operating as a limited liability company and owned by an individual. The firm focuses on serving individual and family clients, offering financial planning and portfolio management for individuals and small businesses. Its billing model is planning-centric, using hourly and fixed fees rather than an AUM-based fee schedule. Two Trails reports that it incorporates ESG considerations into its investment approach. The firm is not a capital allocator and does not present itself as a multi-state adviser.
Assets & Accounts
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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