$21.5M Total AUM
$21.5M Disc. AUM
-- 3Y CAGR
1 Employees
26 ADV. Clients
2 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail
- Platforms
- Available
- Established Date
- 05-08-2024
- Office Locations
- 1
Office Locations
-- Austin TX
About Twoten Planning, Pllc
TwoTen Planning is a fiduciary, fee-only firm based in Austin serving tech professionals nationwide with flat-fee comprehensive financial and tax planning plus investment management. The team specializes in equity compensation strategy (RSUs, stock options, ESPPs, deferred comp), helping clients reduce tax impact and manage concentrated stock risk; led by founder Stu Sneen, CFA, CFP®.
Team overview
-- AVG AGE
$21.5M AVG AUM / ADVISOR
$827.4K AVG AUM / CLIENT
2.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
2yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Custodian
Available
Fund Managers
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
STUART JAMES SNEEN
Chief Compliance Officer, Founder, Managing Member
- CRD
- #2771551
- Ownership
- Less than 5%
Available
Available
Available
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $21,512,043 | -- |
| Non-Discretionary | $0 | -- |
| Total | $21,512,043 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
Continue browsing