TWO TWELVE PLANNING, INC.
Firm details
- Headquarters
- SENOIA, Georgia
- CRD number
- 292116
- Website
- www.212plan.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals77.38%
- HNWI19.06%
- Charitable Organizations3.56%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Two Twelve Planning, Inc. is an independent, privately owned registered investment adviser operating as a corporation. The firm serves both individual and family clients as well as institutional or business clients, focusing on financial planning and discretionary portfolio management for individuals, small businesses and larger business/institutional entities. Its billing structure includes percentage-of-AUM fees alongside hourly and fixed-fee engagements. Two Twelve does not present itself as a capital allocator, does not identify as an active ESG investor, and is not registered as a multi‑state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds86%
- Exchange Traded Equities13%
- Cash & Cash Equivalents1%
Contacts
1 of 1TIMOTHY SMITH
Investment Advisor RepresentativeCRD 6122405
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
SENOIA, GA
COWETA
Location
SENOIA, GA
Headquartered in SENOIA, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.
- Metro area
- Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
- Region
- South
- County
- COWETA
- Address
- 6855 Highway 16
- Time zone
- ET (UTC-5)
- Office locations
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