TwoTen Planning provides financial planning and investment advice to individuals, high net-worth individuals, and small business retirement plans. TwoTen offers ongoing financial planning, where they work with clients to develop and implement a financial plan, monitor the plan, and recommend changes. They also offer project-based financial planning and hourly financial planning. Investment management is included with the ongoing financial planning service.
Assets Under Management$16M
Clients9
Advisors1
Avg. per Client$1.8M
Avg. per Advisor$16M
Fee Structure
Planning is included in investment management (also available separately)
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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