Firm
Two Trails Financial Planning
Oak Park, Illinois
Fee-only
Two Trails Financial Planning at a glance
- One of 330 fee-only firms based in Illinois in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 28 individual clients, 26 of them high net worth.
- Its average account is about $284,000 (assets it manages divided by its 144 accounts).
- Its ongoing planning fee starts at $5,000 a year, in line with the Illinois median of $5,000.
- It works with clients virtually as well as in person.
Fee-only advisors in Illinois · What fee-only advisors charge in Illinois
Facts
| Based in | Oak Park, Illinois |
|---|---|
| Website | twotrailsfp.com |
| [email protected] | |
| Phone | (312) 872-8289 |
Two Trails Financial Planning fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $5,000 a year |
|---|---|
| One-time plan | From $3,500 |
| How it charges | Ongoing planning fee · One-time plans or projects |
In the firm's words
"your annual fee will be $5,000-$20,000 and based on your total net worth and household income." source
"$3,500 for singles" source
"$3,500 for singles" source
"your annual fee will be $5,000-$20,000 and based on your total net worth and household income." source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Hourly · Fixed fees |
|---|---|
| Assets managed | $41 million |
| Individual clients | 2 |
| High-net-worth clients | 26 |
| Accounts managed | 144 |
| Employees | 1 |
| Planning clients | 26-50 |
| Financial planning | Offered |
| Form ADV filed | April 21, 2026 |
| SEC record | CRD 332553 |