Twoten Planning, Pllc
Firm details
- Headquarters
- ,
- CRD number
- 329989
- Website
- www.twotenplanning.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Hourly Charges, Fixed Fees
- Client types
- HNWI98.11%
- Individuals1.89%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Twoten Planning, Pllc is an independent, Texas-registered advisory firm serving individual and family clients. Its business centers on financial planning and portfolio management for individuals and small businesses, and the firm also selects outside managers on clients’ behalf. The firm bills on an hourly and fixed-fee basis rather than on an AUM percentage. Twoten Planning is identified as a capital allocator, which aligns with its practice of directing client capital to third-party managers as part of its service offering. The firm is not positioned as an ESG investor and operates as a single-state adviser.
Assets & Accounts
Investments & Alternatives
Location & Offices
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 Funds95%
- Exchange Traded Equities4%
- Cash & Cash Equivalents1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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