Andrew Baxley is a CFP-designated registered investment advisor at Two Trails Financial Planning, based in Oak Park, IL, with 10 years of industry experience. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 6 more. Their firm serves 22 clients with $18M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
TTFP charges a recurring annual fixed fee for its Summit Wealth service ranging from $5,000 to $20,000, paid quarterly in advance. The fee range depends on the client's needs, complexity, estimated time, research, and resources required. Fees are negotiable.
Contact
Andrew Baxley
Location
Oak Park, IL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Two Trails Financial Planning
Previous Registrations
The Planning Center, INC.
Advice and Planning Services
Tiaa-Cref Individual & Institutional Services, LLCBroker
Advice and Planning Services
Strategic Advisers, INC.
Fidelity Brokerage Services LLCBroker
State Registrations5 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
Additional Information
Andy's approach to financial planning goes beyond the numbers; it's about helping the individuals and families he serves achieve clarity, confidence, and a sense of purpose around their money. Ultimately, Andy doesn’t just want his clients to feel financially secure; he wants them to feel empowered to plan with a sense of optimism and possibility.