# Two Twelve Planning, Inc.

> Two Twelve Planning, Inc. is a state-registered investment advisory firm in Senoia, GA, registered since 2018, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 292116
- Filed as: TWO TWELVE PLANNING, INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Senoia, GA
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/292116
- AdvisorCensus page: https://advisorcensus.com/firm/two-twelve-planning-inc-senoia-ga-292116

## Quick answers

**How is Two Twelve Planning, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Two Twelve Planning, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Two Twelve Planning, Inc. located?**
Two Twelve Planning, Inc.'s principal office is in Senoia, GA, according to its Form ADV.

**Is Two Twelve Planning, Inc. registered with the SEC or a state?**
Two Twelve Planning, Inc. is a state-registered investment advisory firm, registered since 2018. Status as filed: APPROVED. CRD 292116.

**How much does Two Twelve Planning, Inc. manage?**
Two Twelve Planning, Inc. reports $22,314,730 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary).

**What types of clients does Two Twelve Planning, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (93); high net worth individuals (4); charitable organizations (2).

**Does Two Twelve Planning, Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/292116

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $22,314,730
- Discretionary: $22,314,730
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 93 | $17,268,071 |
| High net worth individuals | 4 | $4,252,794 |
| Charitable organizations | 2 | $793,865 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other

### Firm details
- Registered since: 2018 (8 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: GA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- 212plan.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Two Twelve Planning, Inc. (CRD 292116): Form ADV filing data as of October 2026.