Twoten Planning, PLLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed April 29, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$300/hr

“In the event of early termination after 30 days, the client will be billed a pro-rata fee, at a rate of $300.00 per hour, based on the scope of work completed relative the project deliverable.”

Flat or project fee

$3,000⁠-⁠$9,000

“The fixed fee can range between $3,000.00 and $9,000.00.”

Annual fee

$2,500⁠-⁠$25,000/yr

“Our fee is an ongoing flat annual fee, ranging from $2,500 to $25,000, that is paid either monthly or quarterly, in arrears.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Twoten Planning, PLLC bills

Payment and refund terms, quoted from the fee section of the brochure.

• “The fee may be negotiable in certain situations.”
• “Since fees are paid in arrears, no rebate will be needed upon termination of the account.”
• “Fees for Ongoing Comprehensive Financial Planning can be directly debited from client accounts, or the client may choose via AdvicePay.”

How Twoten Planning, PLLC’s fees compare

• Its hourly rate of $300 is above the Texas median of $275. 53% of the 468 other Texas planners that publish an hourly rate charge less.
• 26 of the 57 other planners in Austin that publish an hourly rate charge less.
• Its flat or project fee of $3,000-$9,000 spans the Texas median of $3,850. 67% of the 401 other Texas planners that publish a flat or project fee charge less.
• 32 of the 48 other planners in Austin that publish a flat or project fee charge less.
• Its annual fee of $2,500-$25,000 spans the Texas median of $6,000. 82% of the 106 other Texas planners that publish an annual fee charge less.
• 16 of the 22 other planners in Austin that publish an annual fee charge less.
• It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.

About Twoten Planning, PLLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP® and CFA.
• Registered as an adviser: 2024 (2 years).

Planning areas mentioned in the brochure

• Retirement planning
• Estate planning
• College planning
• Equity compensation
• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees

Charges a % of assets

No

Clients

15

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and selecting other advisers

Assets managed

$21,512,043

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

329989

Website

feeonlynetwork.com/financial-advisor/stu-sneen (opens in new tab)

Phone

(616) 389-4612

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