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Andrew Baxley

Advisor at Two Trails Financial Planning

Updated today
Two Trails Financial Planning logo

Firm

Two Trails Financial Planning

Location

Oak Park, IL

Credentials

CFP®, Series 63, Series 66

Industry experience

10 years

About

Andrew Baxley is a Certified Financial Planner® with 10 years of industry experience. He is the sole advisor at Two Trails Financial Planning, an independent firm he joined in 2024. His prior experience includes roles at The Planning Center, Inc., TIAA, Strategic Advisers, Inc., and Fidelity Brokerage Services LLC. Two Trails Financial Planning serves individual and high-net-worth clients with investment management and comprehensive financial planning. The firm uses proprietary asset-allocation models tailored to client objectives and offers flexible fee arrangements rather than percentage-based advisory fees.

Client services

Based on Two Trails Financial Planning

Financial planning Portfolio management

Expertise

Based on Two Trails Financial Planning

Business ownership considerations Cash flow / budgeting College savings (529s, UTMA, etc.)

Occupation focus

Based on Two Trails Financial Planning

Founder/Business Owner

Fee options

Fixed

Base Camp Service fixed fee between $3,000 and $17,000; Summit Wealth Services fixed fee $5,000 to $20,000 annually

Project-based

$350 per hour for Project-Based Financial Planning (negotiable)

Other

Fee-only: Summit Wealth Services: $5,000 to $20,000 annually (fixed fee, paid quarterly in advance, negotiable); Base Camp Service: $3,000 to $17,000 (fixed fee for financial plan); Project-Based Financial Planning: $350 hourly rate (negotiable)

Location

Oak Park, IL

Most active in

California · Colorado · Illinois · Louisiana · Texas

Work history

Two Trails Financial Planning LLC

2024 - Present (2 years)

The Planning Center, Inc.

2020 - 2024 (4 years)

Tiaa

2019 - 2020 (1 year)

Tiaa

2017 - 2019 (2 years)

Strategic Advisers, inc.

2016 - 2017 (1 year)

FIDELITY BROKERAGE SERVICES LLC

2015 - 2017 (2 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Richard S

Series 63, Series 65

Chicago, IL

SRC Capital Management

Active portfolio management Concentrated stock management
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Julia Z

CFP®, Series 63, Series 65

Chicago, IL

Genfi LLC

Equity compensation tax strategy Retirement plans for business owners (SEP, solo 401k) General estate planning guidance College savings (529s, UTMA, etc.) Options & derivatives strategies Executive
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Michael A

Series 65

Elk Grove Village, IL

MOA Advisory & Financial Services Co

Active portfolio management Options & derivatives strategies Concentrated stock management
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Alka O

Series 63, Series 65

Rolling Meadows, IL

Leading Edge Wealth Management, LLC

Income planning Active portfolio management Options & derivatives strategies Approaching retirement Retired
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Brian W

Series 65

Chicago, IL

Bright Lantern Financial LLC

Passive / index investing Tax-loss harvesting College savings (529s, UTMA, etc.) General retirement planning

Brett W

CFP®

Brookfield, IL

Wysopal Wealth

At Wysopal Wealth, we specialize in helping high-income professionals and former athletes manage the complexities of equity compensation and variable income. Our goal is to make sure your money works for you—today and for the future. We focus on creating personalized, values-driven financial plans that allow you to live fully now while planning for what’s next. I’m Brett Wysopal, a proud girl dad of two and a former minor pro hockey player. My experience in sports taught me discipline, focus, and resilience, all of which I apply to financial planning. After spending years navigating the world of equity compensation, I’ve made it my mission to help families simplify their finances, reduce tax burdens, and achieve their life goals. Our approach at Wysopal Wealth is rooted in personalized attention. We keep our client list small, ensuring every client receives the time and care they deserve. We dive deep into your financial situation, understanding your numbers, values, and what matters most to you. This allows us to tailor your financial strategy to your unique goals, whether that’s managing your equity, preparing for retirement, or planning a family legacy. Equity compensation is often the largest part of our clients' wealth, but it comes with complexities—ISOs, RSUs, stock options, and significant tax implications. Many people wait too long to make decisions about their equity, resulting in missed opportunities or unexpected tax bills. At Wysopal Wealth, we take a proactive approach, creating a strategy for when and how to execute your equity plans, minimize tax liability, and diversify your holdings. At Wysopal Wealth, financial happiness is the goal. We believe that money should support the life you want, and we’re here to help you make that happen.

Equity Recipients (RS/RSU, SOP, ESPP) General tax planning Technology Professional Gen Y/Millennials (Born 1980-1995)
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