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- Custodian
- Altruist · Charles Schwab & Company · Tiaa
- Clients
- Retail
- Platforms
- Available
- Established Date
- 10-08-2024
- Office Locations
- 1
Office Locations
About TWO Trails Financial Planning
Two Trails Financial Planning is a fee-only, fiduciary boutique led by CFP® Andy Baxley, providing life-centered financial planning and wealth management for mid-career professionals and families nationwide. Engagements emphasize collaborative, highly personalized planning, robust tax planning, and regular check-ins (typically three times per year) with no asset minimums. Portfolios are largely implemented with ETFs and mutual funds, with custody support including Altruist and Schwab.
Team overview
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Client Personas
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Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
ANDREW EARLE BAXLEY
Chief Compliance Officer, Financial Planner, FOUNDER
- CRD
- #6577215
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $40,865,818 | -- |
| Non-Discretionary | $0 | -- |
| Total | $40,865,818 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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