Two Trails Financial Planning (TTFP) offers financial planning and investment management services. TTFP is a fee-only firm, meaning it only gets paid by its clients for its services. TTFP provides continuous advice to clients regarding the investment of client funds based on the individual needs of the client. At no additional fee and at client’s election, TTFP also provides the client with a financial plan.
Assets Under Management$18M
Clients22
Advisors1
Avg. per Client$830K
Avg. per Advisor$18M
www.linkedin.com/in/andy-baxley ·www.twotrailsfp.com ·www.linkedin.com/company/two-trails-financial-p...
Fee Structure
Planning is included in investment management (also available separately)
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.
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