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Two Twelve Planning, Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$21,520,865
This total excludes 2 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
97
4% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
97
Very HighAverage account size
$221,865
About
Two Twelve Planning manages roughly $22.3 million across about 97 client relationships and provides discretionary and non-discretionary portfolio management along with written financial planning and consulting services. The firm advises individuals (including high-net-worth clients), pension and profit-sharing plans, charitable organizations, and corporate/business clients on investment selection and ongoing portfolio oversight.
The firm builds customized portfolios using model portfolios and a mix of fundamental analysis, cyclical analysis, and modern portfolio theory, primarily recommending mutual funds, ETFs, and individual stocks. Portfolios are monitored and rebalanced as needed, with both long- and short-term strategies used and tax implications acknowledged (tax-efficiency is not the primary focus unless agreed otherwise).
Statistically uncommon for independent advisers, the brochure discloses that Two Twelve works with charitable organizations and provides portfolio management to institutional clients such as pension and profit‑sharing plans, in addition to individual clients. The firm also makes use of an institutional custody platform (Charles Schwab Advisor Services), including block trading and fee deduction through the custodian, which are operational features relevant to its institutional and charitable engagements.
Client services
Financial planning
Portfolio management
Consulting
Expertise
Wealth management
Passive / index investing
Active portfolio management
Fee options
Fixed fee for financial planning services ranging from $750 to $7,500, negotiable
$0 - $100,000: 1.25% $100,001 - $300,000: 1.15% $300,001 - $600,000: 1.05% $600,001 - $1,000,000: 0.95% $1,000,001 - $3,000,000: 0.80% $3,000,001 - $6,000,000: 0.65% $6,000,001 - $10,000,000: 0.50% $10,000,001+: Negotiated
Hourly consulting fee of $165, negotiable
Account minimum: $99 per year minimum fee (equivalent to $8.25 per month) to open and maintain an advisory account Minimum fee: Minimum monthly fee of $8.25 per account (or $99 per year), which may be waived Fee-only: Fixed fees for financial planning services ranging from $750 to $7,500; Hourly consulting fees of $165 per hour
Main office location
Two Twelve Planning, Inc.
6855 E Hwy 16, Ste 105
Senoia GA 30276, United States
Number of offices
1
Most active in
Two Twelve Planning, Inc. has reported serving >5 clients in these states in the last 12 months.
Georgia
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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