TwoTen Planning, PLLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
TwoTen Planning works with individual and high-net-worth clients as well as small business retirement plans to deliver ongoing comprehensive financial planning, project-based and hourly planning, and integrated investment management. The firm also provides specialized planning services such as equity compensation planning, business planning, tax-aware strategies, and estate/charitable planning as part of its advisory offerings.
The firm follows an evidence-based, primarily passive investment approach, building diversified portfolios with index mutual funds and ETFs and setting asset-allocation targets through a personalized investment policy process. Investment management is provided as part of the ongoing comprehensive planning engagement, and TwoTen may engage unaffiliated sub-advisers to manage client accounts when appropriate, with those arrangements disclosed to clients.
Notable differences from many peers include the firm’s fee structure: it relies on flat ongoing planning fees and fixed or hourly planning engagements rather than a standard percentage-of-assets AUM fee model, and investment management is bundled into planning relationships. The brochure also discloses operational practices that stand out for a small adviser — trades are executed on an individual basis rather than block-aggregated, the firm does not produce separate written investment reports for managed accounts, and its continuity plan documents reliance on a single key professional with ownership held by a family trust.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
Project Based Fixed Fee Financial Planning: $3,000 to $9,000; negotiable
Financial Planning hourly rate at $300/hour; negotiable in certain cases
Account minimum: $500,000 Fee-only: Ongoing Comprehensive Financial Planning fee: flat annual fee ranging from $2,500 to $25,000 paid monthly or quarterly in arrears; Project Based Fixed Fee Financial Planning: $3,000 to $9,000, paid upon completion; Financial Planning Hourly Fee: $300/hour
Main office
Austin TX
Advisors at this office
1
Most active in
Texas
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
Quick links
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