# Two Trails Financial Planning

Two Trails Financial Planning is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed
- **LinkedIn:** https://www.linkedin.com/company/andy-baxley

## Regulatory record

- **CRD number:** 332553
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/332553

## About

TWO TRAILS FINANCIAL PLANNING is a state-registered investment adviser. The firm manages approximately $41 million in regulatory assets. It has 1 employee and 1 investment adviser.

## Questions

### Who runs investment decisions at Two Trails Financial Planning?

No named principals have been identified for Two Trails Financial Planning in any public source. The firm's leadership structure, including any CIO or financial planning lead, is not disclosed.

### What investment stages does Two Trails Financial Planning typically target?

No information is available about the firm's investment stage preferences. Financial planning firms often focus on goals-based investing across a client's life cycle, but specific stage targets are not disclosed.

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Last updated: 2026-06-03T20:00:00.000Z

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