TwoTen Planning, PLLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$15,898,461
Clients
9
78% 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
9
Very LowAverage account size
$1,766,496
About
TwoTen Planning, PLLC provides financial planning and portfolio management services to individuals (including high-net-worth individuals) and small business retirement plans. The firm delivers ongoing comprehensive financial planning, project-based plans and hourly engagements, with investment management offered as part of its planning service.
The firm follows an evidence-based, passive investment approach that builds diversified, asset-class portfolios using index mutual funds and ETFs, emphasizing costs, diversification and long-term allocation over market timing. For clients who delegate investment authority, TwoTen manages accounts on a discretionary basis and implements client-specific investment policies, rebalancing, tax-harvesting and asset-location as part of the planning relationship.
Distinctive features include a fee model that does not rely on percentage-of-AUM or performance-based fees, instead using ongoing, fixed and hourly planning arrangements with investment advisory services bundled into planning. With a very small client roster relative to its assets under management, the firm emphasizes individualized onboarding — including equity compensation analysis and tax-return diagnostics — and a planning-centric delivery model.
Client services
Financial planning
Portfolio management
Expertise
Equity Recipients (RS/RSU, SOP, ESPP)
Retirement income strategy
Cash flow / budgeting
General estate planning guidance
College savings (529s, UTMA, etc.)
Fee options
Project-based fixed financial planning fees ranging between $3,000 and $9,000, negotiable
$300.00 per hour for financial planning services
Account minimum: $500,000 Fee-only: Financial Planning hourly fee of $300.00; Fixed fees for project-based financial planning range from $3,000 to $9,000; ongoing comprehensive financial planning paid as an annual fee (amount not specified, fee may be negotiable)
Main office location
TwoTen Planning, PLLC
Austin TX, United States
Number of offices
1
Most active in
TwoTen Planning, PLLC has reported serving >5 clients in these states in the last 12 months.
Texas
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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