Michael Tom
AtwoB. · Katonah, New York
Michael Tom is a fee-only financial advisor at AtwoB. in Katonah, New York, who holds the CFP credential. Michael focuses on tax planning and retirement planning. AtwoB. reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | AtwoB. |
|---|---|
| Based in | Katonah, New York |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $113.9M across 275 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NY · CRD 2963123 |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.today2b.com |
How Michael's firm compares
- AtwoB.'s average account is about $414,000, from its Form ADV (assets managed divided by 275 accounts).
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Questions about Michael
Is Michael Tom a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Michael holds no broker registration, and AtwoB. reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Michael charge for financial advice?
Michael's firm, AtwoB., reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Michael Tom based?
Michael Tom is based in Katonah, New York.
What does Michael specialize in?
Michael's specialties include tax planning and retirement planning.
What credentials does Michael Tom hold?
Michael Tom holds the CFP credential.
Is Michael Tom registered with the SEC?
Yes. Michael Tom is registered as an investment adviser representative in NY (CRD 2963123), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does AtwoB. manage?
AtwoB. reports $113.9M across 275 accounts in assets under management.
How do I contact Michael Tom?
Through Michael's website, www.today2b.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- AtwoB. website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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