A complete list of active advisors currently associated with TwoTen Planning, PLLC

Warmer can help you find a great advisor at TwoTen Planning, PLLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at TwoTen Planning, PLLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.