Green Trails Wealth LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
17
0% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
17
LowAverage account size
$0
About
Green Trails Wealth LLC provides comprehensive financial planning to individuals (including high‑net‑worth clients), charitable organizations, and corporations or other businesses. Services listed in the brochure include retirement planning, tax and estate planning, insurance and risk management, business planning, employee benefits optimization, cash‑flow and college savings analysis, and group educational seminars and speaking engagements.
The firm operates as a fee‑only financial planner and does not provide investment management, custody, or charge percentage‑of‑assets fees; investment recommendations are delivered as part of planning engagements. In preparing recommendations, the firm references modern portfolio theory and may recommend a blend of passive and active funds and ETFs, while clients typically implement and custody investments through third‑party custodians.
Distinctive aspects noted in the brochure include a regular seminar and speaking program—occasionally provided pro bono—and a focus on working with business owners, charities, and higher‑net‑worth clients rather than a mass‑market retail clientele. The practice is small and recently established, emphasizing individualized, ongoing planning relationships rather than discretionary portfolio management.
Client services
Financial planning
Educational seminars or workshops
Expertise
Business ownership considerations
Cash flow / budgeting
College savings (529s, UTMA, etc.)
General tax planning
Fee options
Fee-only: Initial fee of $500-$10,000 plus ongoing monthly fee of $100-$2,000 for comprehensive financial planning services.
Main office location
Green Trails Wealth LLC
Wayne PA, United States
Number of offices
1
Most active in
Green Trails Wealth LLC has reported serving >5 clients in these states in the last 12 months.
Pennsylvania
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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