Andy Baxley
Two Trails Financial Planning · Oak Park, Illinois
Andy Baxley is a fee-only financial advisor at Two Trails Financial Planning in Oak Park, Illinois, who holds the CFP and MSFP credentials. Andy charges an ongoing planning fee and a one-time planning fee (ongoing planning from $5,000 a year and one-time plans from $3,500) and focuses on retirement planning and equity compensation.
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Specialties
Who they serve
- Mid-life transitions
Facts
| Firm | Two Trails Financial Planning |
|---|---|
| Based in | Oak Park, Illinois |
| Fee model | Ongoing planning fee · One-time planning fee |
| Fees (firm's website) | Ongoing planning from $5,000 a year · One-time plans from $3,500 |
| Works virtually | Yes |
| Assets under management | $40.9M across 144 accounts |
| Credentials | CFP · MSFP |
| SEC registration | Investment adviser representative in CA, CO, IL, LA, TX · CRD 6577215 |
| Exams passed | Series 63 (2015) · Series 66 (2016) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | twotrailsfp.com |
| Profile |
How Andy's firm compares
- Ongoing planning starts at $5,000 a year, in line with the Illinois median of $5,000 for fee-only firms that publish prices.
- A one-time plan starts at $3,500, above the Illinois median of $2,625 for fee-only firms that publish prices.
- Two Trails Financial Planning's average account is about $284,000, from its Form ADV (assets managed divided by 144 accounts).
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Questions about Andy
Is Andy Baxley a fee-only financial advisor?
Yes. Andy Baxley is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Andy's firm.
How does Andy charge for financial advice?
Andy charges an ongoing planning fee and a one-time planning fee.
How much does Andy charge?
According to Two Trails Financial Planning's website, checked October 28, 2026: ongoing planning from $5,000 a year; one-time plans from $3,500.
Does Andy work with clients virtually?
Yes. Two Trails Financial Planning says on its website that it works with clients remotely.
Where is Andy Baxley based?
Andy Baxley is based in Oak Park, Illinois.
What does Andy specialize in?
Andy's specialties include retirement planning and equity compensation. Andy works with mid-life transitions.
What credentials does Andy Baxley hold?
Andy Baxley holds the CFP and MSFP credentials.
Is Andy Baxley registered with the SEC?
Yes. Andy Baxley is registered as an investment adviser representative in CA, CO, IL, LA and TX (CRD 6577215), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Two Trails Financial Planning manage?
Two Trails Financial Planning reports $40.9M across 144 accounts in assets under management.
How do I contact Andy Baxley?
Through Andy's website, twotrailsfp.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- Two Trails Financial Planning website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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