Stu Sneen, CFP®, CFA

Flat Fee, Fee-Only, and Fiduciary Financial Advisor - Serving clients nationwide

Hello, I am Stu Sneen, Financial Planner and Founder of TwoTen Planning, a fee-only, wealth planning firm designed for mid-career professionals. We provide financial and tax planning, and investment services – for a flat fee.

We do our best work with mid-career professionals (often in tech) who are high earning, equity compensated, with significant investment savings, and have yet to partner with a financial planner or are considering hiring a different planner.

Prior to founding TwoTen Planning, I enjoyed a successful 25 year career in the asset management industry. Most recently I was a Vice President and Regional Director for 10+ years with Dimensional Fund Advisors, a top tier asset manager that provides evidence-based investments. Prior to that, I spent nearly 10 years as a Regional Vice President for Fidelity Investments, a large global asset manager.

The expertise that I acquired and developed at these firms helps me greatly in my work with clients today!

➡️ I received a Bachelor's degree in Finance from the University of Minnesota, and a Master's degree in Advanced Financial Planning from Golden Gate University.

➡️ I hold the CERTIFIED FINANCIAL PLANNER™ and CFA charterholder® designations.

➡️ I live in Austin, TX, with my wonderful wife and two sons.

➡️ We enjoy great food trucks, pool time, outdoor activities (especially football), and playing with Ranger (our crazy bernedoodle)!

➡️ We love family vacations and travel, especially to Florida, Hawaii, and the Caribbean.

➡️ We are active partners at Austin Ridge Bible Church, and we love serving God and people.

✅ If you are a mid-career professional, I can help you to maximize your equity, reduce taxes, invest wisely, and manage risk. Schedule an Intro Visit with me. Learn more at twotenplanning.com