# Stu Sneen

> Stu Sneen is a fee-only financial advisor at TwoTen Planning PLLC in Austin, Texas, who holds the CFP and CFA credentials. Stu charges a flat fee or retainer and an ongoing planning fee (ongoing planning from $9,600 a year) and focuses on equity compensation, flat-fee planning and tax planning.

Page: https://find.wellspent.co/advisors/stu-sneen/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** TwoTen Planning PLLC
- **Based in:** Austin, Texas
- **Fee model:** Flat fee or retainer; Ongoing planning fee
- **Fees (firm's website):** ongoing planning from $9,600 a year
- **Works virtually:** Yes (firm's website)
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $21.5M across 65 accounts
- **Credentials:** CFP, CFA
- **Specialties:** Equity compensation, Flat-fee planning, Tax planning, Retirement planning, Estate & legacy planning
- **Works with:** Tech employees, Executives, High earners, Pre-retirees
- **CRD:** 2771551 (https://adviserinfo.sec.gov/individual/summary/2771551)
- **SEC registration:** Investment adviser representative in TX
- **Exams passed:** Series 63 (1999)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://twotenplanning.com

## Frequently asked questions

### Is Stu Sneen a fee-only financial advisor?

Yes. Stu Sneen is listed in the XY Planning Network directory (XYPN members are fee-only) and the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Stu's firm.

### How does Stu charge for financial advice?

Stu charges a flat fee or retainer and an ongoing planning fee.

### How much does Stu charge?

According to TwoTen Planning PLLC's website, checked October 28, 2026: ongoing planning from $9,600 a year.

### Does Stu work with clients virtually?

Yes. TwoTen Planning PLLC says on its website that it works with clients remotely.

### Where is Stu Sneen based?

Stu Sneen is based in Austin, Texas.

### What does Stu specialize in?

Stu's specialties include equity compensation, flat-fee planning, tax planning, retirement planning and estate & legacy planning. Stu works with tech employees, executives, high earners and pre-retirees.

### What credentials does Stu Sneen hold?

Stu Sneen holds the CFP and CFA credentials.

### Is Stu Sneen registered with the SEC?

Yes. Stu Sneen is registered as an investment adviser representative in TX (CRD 2771551), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does TwoTen Planning PLLC manage?

TwoTen Planning PLLC reports $21.5M across 65 accounts in assets under management.

### How do I contact Stu Sneen?

Through Stu's website, twotenplanning.com.

## Sources

- XY Planning Network directory listing (https://www.xyplanningnetwork.com/find-an-advisor/stu-sneen-29502): XYPN members are fee-only
- NAPFA directory listing: NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://www.twotenplanning.com/): specialties, clients served, and fees, checked October 28, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.