Green Trail Investments, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 2, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$225/hr

“- 2Green Trail Investments, LLC FINANCIAL PLANNING and CONSULTING Financial Planning Services are available to all clients on a negotiable hourly fee of $225 per hour or a fixed fee ranging from $1,500 to $5,000.”

Flat or project fee

$1,500⁠-⁠$5,000

From the same sentence as above.

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Green Trail Investments, LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Fees are billed quarterly in advance based on the amount of assets managed as of the last business day of the previous quarter.”
• “Clients will be sent a separate invoice for quarterly advisory fees.”
• “The client will be entitled to a pro rata refund for the days service was not provided in the final quarter.”

How Green Trail Investments, LLC’s fees compare

• Its hourly rate of $225 is below the Pennsylvania median of $250. 30% of the 267 other Pennsylvania planners that publish an hourly rate charge less.
• 2 of the 4 other planners in Wexford that publish an hourly rate charge less.
• Its flat or project fee of $1,500-$5,000 spans the Pennsylvania median of $3,650. 46% of the 232 other Pennsylvania planners that publish a flat or project fee charge less.

About Green Trail Investments, LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2016 (10 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

2% a year

Clients

41

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and pension consulting

Assets managed

$25,303,410

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

282395

Website

greentrailinvestments.com (opens in new tab)

Phone

(412) 427-4828

Other planners in Wexford that publish fees

• Eamon Capital Management, LLCWexford$250/hr
• Guardian Capital, LLCWexford$150/hr, $3,000
• Keystone Investment Advisors, LLCWexford$100⁠-⁠$250/hr
• Muhlenkamp & Co IncWexford$250/hr

Compare all 13 planners in Wexford