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TWO TRAILS FINANCIAL PLANNING LLC

Advisory

IL

Data as of Apr 21, 2026 · Source: SEC Form ADV

Rank in IL
#1,256
of 1,719 advisers by AUM
Average account
$284K
across 144 accounts
AUM per adviser
$41M
1 advisers

Source: SEC Form ADV. Figures as filed Apr 21, 2026.

Total AUM
$41M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
1
Assets Under Management
Total AUM$41M
Discretionary AUM$41M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients28
Team
Total Employees1
Investment Advisers1
Employee Growth (1Y)—
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InCA, CO, IL, LA, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in IL

Closest by assets under management. All figures from Form ADV.

STRATEGIC EDGE WEALTH MANAGEMENT, LLC
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$41M
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$41M
RAIL-SPLITTER CAPITAL MANAGEMENT LLC
CHICAGO, IL
$41M
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SUCCESSFUL FINANCIAL SOLUTIONS INC
BUFFALO GROVE, IL
$41M
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WEALTH ACCUMULATION & PRESERVATION, INC.
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$41M
FISHER FINANCIAL GROUP, LLC
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$41M

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