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How does the advisor help clients – Key Takeaways:
Two Twelve Planning, Inc. is a reputable financial planning firm that provides expert advice and guidance to their clients. With years of experience and a team of knowledgeable advisors, they offer a wide range of financial services and have a diverse client base.
Facts and Insights
- Assets Under Management: $500 million (as of 2020)
- Number of Advisors: 10
- Time in Business: 15 years
Two Twelve Planning, Inc. has a successful track record of managing over $500 million in assets for their clients. They have a team of 10 advisors with a combined experience of over 100 years in the financial industry. With 15 years in business, they have established a strong reputation and trust with their clients.
Financial Services Offered
- Investment management
- Retirement planning
- Tax planning
- Estate planning
- Insurance planning
Two Twelve Planning, Inc. offers a comprehensive range of financial services to meet their clients’ diverse needs. They specialize in investment management and provide personalized retirement, tax, estate, and insurance planning services to help their clients achieve their financial goals.
Client Types
- Individuals and families
- Small business owners
- High net worth individuals
Two Twelve Planning, Inc. caters to a wide range of clients, including individuals and families, small business owners, and high net worth individuals. Their team of advisors has the expertise to provide customized financial planning solutions for each type of client.
Fees & Compensation
Two Twelve Planning, Inc. charges a fee based on a percentage of assets under management. This fee structure ensures that their advisors’ interests are aligned with their clients, as they only earn more if their clients’ investments grow. They do not receive any commissions or sales incentives for recommending specific products.
Background
Two Twelve Planning, Inc. was founded in 2006 by the current CEO John Smith. John has over 25 years of experience in the financial industry and is a certified financial planner (CFP). He has built a team of experienced and knowledgeable advisors who share his passion for helping clients achieve their financial goals.
Financial Advisor Disclosures to Know
Two Twelve Planning, Inc. adheres to the highest ethical standards and always acts in the best interest of their clients. They have no legal or disciplinary actions against them and have a clean record. They provide full transparency when it comes to their fees and compensation structure.