Two Twelve Planning, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$21,520,865
Clients
97
Advisors
1
of 1 employees
About
Two Twelve Planning manages roughly $22.3 million across about 97 client relationships and provides discretionary and non-discretionary portfolio management along with written financial planning and consulting services. The firm advises individuals (including high-net-worth clients), pension and profit-sharing plans, charitable organizations, and corporate/business clients on investment selection and ongoing portfolio oversight.
The firm builds customized portfolios using model portfolios and a mix of fundamental analysis, cyclical analysis, and modern portfolio theory, primarily recommending mutual funds, ETFs, and individual stocks. Portfolios are monitored and rebalanced as needed, with both long- and short-term strategies used and tax implications acknowledged (tax-efficiency is not the primary focus unless agreed otherwise).
Statistically uncommon for independent advisers, the brochure discloses that Two Twelve works with charitable organizations and provides portfolio management to institutional clients such as pension and profit‑sharing plans, in addition to individual clients. The firm also makes use of an institutional custody platform (Charles Schwab Advisor Services), including block trading and fee deduction through the custodian, which are operational features relevant to its institutional and charitable engagements.
Client services
Expertise
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
Hourly consulting fee of $165, negotiable
Account minimum: $99 per year minimum fee (equivalent to $8.25 per month) to open and maintain an advisory account Minimum fee: Minimum monthly fee of $8.25 per account (or $99 per year), which may be waived Fee-only: Fixed fees for financial planning services ranging from $750 to $7,500; Hourly consulting fees of $165 per hour
Main office
6855 E Hwy 16, Ste 105
Senoia GA 30276
Advisors at this office
1
Most active in
Georgia
Also doing business as
212 · 212 Planning · Two Twelve · Two Twelve Planning · Two Twelve Planning, Inc.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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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