# Twoten Planning, PLLC

> 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.

- CRD: 329989
- Filed as: TWOTEN PLANNING, PLLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Texas
- Filing period: October 2026
- Form ADV filing dated: September 24, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/329989
- AdvisorCensus page: https://advisorcensus.com/firm/twoten-planning-pllc-329989

## Quick answers

**How is Twoten Planning, PLLC compensated?**
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.

**Is Twoten Planning, PLLC registered with the SEC or a state?**
Twoten Planning, PLLC is a state-registered investment advisory firm, registered since 2024. Status as filed: APPROVED. CRD 329989.

**How much does Twoten Planning, PLLC manage?**
Twoten Planning, PLLC reports $21,512,043 in regulatory assets under management in its Form ADV filing dated September 24, 2026 (100% discretionary).

**What types of clients does Twoten Planning, PLLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (13); individuals (other than high net worth individuals) (2).

**Does Twoten Planning, PLLC 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/329989

## From the Form ADV filing

### Compensation (Item 5.E)
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $21,512,043
- Discretionary: $21,512,043
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 2 | $407,096 |
| High net worth individuals | 13 | $21,104,947 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2024 (2 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- blinq.me/tBIwKWBNWwoD
- connect.xyplanningnetwork.com/find-an-advisor/stu-sneen-29502
- feeonlynetwork.com/financial-advisor/stu-sneen
- findmyfiduciary.com/all-advisors
- flatfeeadvisors.org
- hirethyneighbor.com/business/twoten-planning
- letsmakeaplan.org/find-a-cfp-professional/certified-professional-profile/0811c588-9604-474d-8e22-fbeb4b5ee372
- napfa.org/firm/51367/42743
- twotenplanning.ck.page/c569349d79
- twotenplanning.com
- wealthtender.com/financial-advisors/stu-sneen-cfp-cfa
- LinkedIn @103046873
- LinkedIn @stuartsneen
- YouTube @TwoTenPlanning

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Twoten Planning, PLLC (CRD 329989): Form ADV filing data as of October 2026.