Stuart Sneen is a CFA, CFP-designated registered investment advisor at Twoten Planning, PLLC, based in Austin, TX, with 25 years of industry experience. Stuart operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 6 more. Their firm serves 9 clients with $16M in assets under management.
Compensation
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Assets Under Management
Fee Structure
Investment management is included as part of TwoTen Planning's ongoing comprehensive financial planning service. There is no additional fee for investment management.
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Stuart Sneen
Location
Austin, TX
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Twoten Planning, PLLC
Previous Registrations
Dfa Securities LLCBroker
Dimensional Fund Advisors LP
Fidelity Investments Institutional Services Company, INC.Broker
Edward JonesBroker
State Registrations1 state
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**Flat Fee, Fee-Only, and Fiduciary Financial Advisor - Serving clients nationwide**