Two Trails Financial Planning fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed April 21, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$350/hr

“Our hourly rate is $350.”

Flat or project fee

$3,000⁠-⁠$17,000

“Fixed fee rates range from $3,000 to $17,000.”

Annual fee

$5,000⁠-⁠$20,000/yr

“We charge a recurring annual fixed fee for our Summit Wealth service ranging from $5,000 to $20,000.”

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

How Two Trails Financial Planning bills

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

• “Fees are negotiable and the final agreed upon fee will be outlined in your Advisory Contract.”
• “Fees are negotiable and the final agreed upon fee will be outlined in your Advisory Contract.”
• “For Base Camp and Project-Based Financial Planning, fees are paid by electronic funds transfer (EFT) or check.”

How Two Trails Financial Planning’s fees compare

• Its hourly rate of $350 is above the Illinois median of $273. 68% of the 215 other Illinois planners that publish an hourly rate charge less.
• 4 of the 5 other planners in Oak Park that publish an hourly rate charge less.
• Its flat or project fee of $3,000-$17,000 spans the Illinois median of $4,500. 78% of the 175 other Illinois planners that publish a flat or project fee charge less.
• 2 of the 2 other planners in Oak Park that publish a flat or project fee charge less.
• Its annual fee of $5,000-$20,000 spans the Illinois median of $7,500. 77% of the 77 other Illinois planners that publish an annual fee charge less.
• 2 of the 3 other planners in Oak Park that publish an annual fee charge less.

About Two Trails Financial Planning

• Principal: Andrew Baxley
• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2024 (2 years).

Planning areas mentioned in the brochure

• Retirement planning
• Estate planning
• College planning
• Business owners
• Cash flow and budgeting

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

28

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$40,865,818

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

332553

Website

twotrailsfp.com (opens in new tab)

Phone

(303) 591-7116

Can advise clients in 4 states: California, Colorado, Illinois, Louisiana

Other planners in Oak Park that publish fees

• Clark LewisOak Park$187⁠-⁠$312/mo, $2,250⁠-⁠$3,750/yr
• Huckstep Asset Management, LLCOak Park$500⁠-⁠$6,000
• Keffer Financial PlanningOak Park$265/hr
• Rook Financial LLCOak Park$450/hr, $1,500
• Sjostrom Financial Planning Inc.Oak Park$150/hr
• Vista Financial PlanningOak Park$300/hr, $4,200/yr

Compare all 9 planners in Oak Park