A complete list of active advisors currently associated with Two Trails Financial Planning

Warmer can help you find a great advisor at Two Trails Financial Planning or one who fits your needs even better.

The firm provides comprehensive financial planning and discretionary investment management to individuals and high-net-worth clients, offering both one-time project-based plans and ongoing wealth management. It operates as a fee-only registered adviser and does not accept commissions or performance-based compensation. Investment advice is delivered through proprietary, calibrated portfolio models and model portfolios that are blended to align with each client’s risk tolerance, time horizon, and tax considerations, using a mix of passive and active funds with periodic rebalancing and tactical adjustments. The firm will construct values-based (ESG/socially conscious) portfolios at client request and permits reasonable, written client-imposed restrictions on securities or sectors. Noteworthy for a solo advisor practice, the firm manages roughly $40.9 million in discretionary assets for a small client roster and does not charge percentage-of-AUM fees, instead relying on fixed, project, and hourly fee arrangements. The brochure also discloses formal use of approved AI tools for administrative and drafting support under an internal data-handling policy with human review, and it documents custodial safeguards including the handling of third‑party standing letters of authorization.

To learn more about the advisors currently working at Two Trails Financial Planning, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Andrew Baxley	Oak Park, IL	10

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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

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