Twoten Planning, Pllc

Overview

Twoten Planning, Pllc is a small, independent registered investment advisory practice focused on individuals and families. The firm provides financial planning, portfolio management for individuals and small businesses, and acts as a selector of other advisers, positioning itself as a fee-for-service planner rather than a traditional AUM-centric manager. Compensation is through hourly charges and fixed fees rather than percentage-based asset fees. Twoten is registered as a capital allocator and does place client capital with third-party managers for alternative exposures. The firm does not identify as an active ESG investor and is not registered as a multi-state adviser.

Assets & Accounts

Investments & Alternatives