{
  "crd_number": 329989,
  "slug": "twoten-planning-pllc-329989",
  "primary_business_name": "TWOTEN PLANNING, PLLC",
  "legal_name": "TWOTEN PLANNING, PLLC",
  "dbas": [],
  "city": null,
  "state": null,
  "country": null,
  "cbsa_code": null,
  "metro": null,
  "registration_type": "state",
  "registration_status": "APPROVED",
  "registration_date": "2024-05-08",
  "years_registered": 2,
  "period": "2026-10-01",
  "filing_date": "2026-09-24",
  "carried_forward": false,
  "raum_total": 21512043.0,
  "raum_discretionary": 21512043.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "under_25m",
  "raum_band_label": "Under $25 million",
  "total_employees": 1,
  "advisory_employees": 1,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 407096.0,
      "count": 2
    },
    "high_net_worth_individuals": {
      "raum": 21104947.0,
      "count": 13
    }
  },
  "compensation_types": [
    "fixed",
    "hourly"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "TX"
  ],
  "websites": [
    "https://blinq.me/tBIwKWBNWwoD?bs=db",
    "https://connect.xyplanningnetwork.com/find-an-advisor/stu-sneen-29502",
    "https://feeonlynetwork.com/financial-advisor/stu-sneen",
    "https://findmyfiduciary.com/all-advisors?overlay=0a8f62ee-a0c6-4e91-827f-c55f3e4b8288",
    "https://flatfeeadvisors.org",
    "https://hirethyneighbor.com/business/twoten-planning",
    "https://letsmakeaplan.org/find-a-cfp-professional/certified-professional-profile/0811c588-9604-474d-8e22-fbeb4b5ee372",
    "https://linkedin.com/company/103046873/admin/feed/posts?feedType=following",
    "https://linkedin.com/in/stuartsneen",
    "https://napfa.org/firm/51367/42743",
    "https://twotenplanning.ck.page/c569349d79",
    "https://twotenplanning.com",
    "https://wealthtender.com/financial-advisors/stu-sneen-cfp-cfa",
    "https://youtube.com/@TwoTenPlanning"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/329989",
  "listing_state": "TX",
  "city_as_filed": null,
  "url": "https://advisorcensus.com/firm/twoten-planning-pllc-329989",
  "display_name": "Twoten Planning, PLLC",
  "summary": "Twoten Planning, PLLC is a state-registered investment advisory firm, registered since 2024, reporting under $25 million in regulatory assets under management in its Form ADV filing dated September 24, 2026.",
  "citation": "AdvisorCensus. Twoten Planning, PLLC (CRD 329989): Form ADV filing data as of October 2026.",
  "registration_type_label": "State-registered investment adviser",
  "compensation_labels": [
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Twoten Planning, PLLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Twoten Planning, PLLC reports these compensation arrangements: hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Is Twoten Planning, PLLC registered with the SEC or a state?",
      "a": "Twoten Planning, PLLC is a state-registered investment advisory firm, registered since 2024. Status as filed: APPROVED. CRD 329989."
    },
    {
      "q": "How much does Twoten Planning, PLLC manage?",
      "a": "Twoten Planning, PLLC reports $21,512,043 in regulatory assets under management in its Form ADV filing dated September 24, 2026 (100% discretionary)."
    },
    {
      "q": "What types of clients does Twoten Planning, PLLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (13); individuals (other than high net worth individuals) (2)."
    },
    {
      "q": "Does Twoten Planning, PLLC report any disciplinary disclosures?",
      "a": "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/329989"
    }
  ],
  "filing_history": [],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/twoten-planning-pllc-329989.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 2,
      "fewer_than_5": false,
      "raum": 407096.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 13,
      "fewer_than_5": false,
      "raum": 21104947.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/329989",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}