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Two Twelve Planning, Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$22,314,730
This total excludes 2 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
97
4% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
97
Average account size
$230,049
About
Two Twelve Planning, Inc. provides investment advisory and financial planning services to individuals (including high-net-worth clients), pension and profit-sharing plans, charitable organizations, and corporations. The firm manages about $19.8 million in client assets across 88 client accounts and offers both discretionary and non-discretionary portfolio management as well as written financial plans and hourly consulting.
The firm constructs tailored portfolios using mutual funds, exchange-traded funds, and individual stocks, and may implement firm-developed model portfolios that are monitored and rebalanced on an ongoing basis; the brochure reports that all client assets are managed on a discretionary basis. Its investment process employs fundamental and cyclical analysis alongside modern portfolio theory, and it notes that tax efficiency is considered but is not the primary objective of portfolio management.
What distinguishes Two Twelve from many independent peers is its explicit work with charitable organizations and institutional-type clients such as pension and profit-sharing plans, a client mix the brochure identifies as less common for firms in this category. The firm uses the Charles Schwab institutional platform for custody and trade execution, offers fixed-fee financial plans (typically $750–$7,500) or hourly consulting ($165/hr), and conducts at least quarterly account reviews.
Client services
Financial planning
Portfolio management
Consulting
Expertise
Wealth management
Passive / index investing
Active portfolio management
Fee options
Fixed fee for financial planning services ranging from $750 to $7,500, negotiable
$0 - $100,000: 1.25% $100,001 - $300,000: 1.15% $300,001 - $600,000: 1.05% $600,001 - $1,000,000: 0.95% $1,000,001 - $3,000,000: 0.80% $3,000,001 - $6,000,000: 0.65% $6,000,001 - $10,000,000: 0.50% $10,000,001+: Negotiated
$165 per hour for consulting services, negotiable
Account minimum: $99 per year (minimum monthly fee of $8.25) Minimum fee: $8.25 per month ($99 per year), may be waived Fee-only: Fixed fees for financial planning: $750 to $7,500; Hourly consulting fee: $165 per hour, negotiable
Main office location
Two Twelve Planning, Inc.
6855 E Hwy 16, Ste 105
Senoia GA 30276, United States
Number of offices
1
Most active in
Two Twelve Planning, Inc. has reported serving >5 clients in these states in the last 12 months.
Georgia
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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