Timothy Smith
Two Twelve Planning · Senoia, Georgia
Timothy Smith is a fee-only financial advisor at Two Twelve Planning in Senoia, Georgia, who holds the CFP credential. Two Twelve Planning reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
Request an introduction to Timothy →
Facts
| Firm | Two Twelve Planning |
|---|---|
| Based in | Senoia, Georgia |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $22.3M across 169 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in GA · CRD 6122405 |
| Exams passed | Series 66 (2012) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.212plan.com |
How Timothy's firm compares
- Two Twelve Planning's average account is about $132,000, from its Form ADV (assets managed divided by 169 accounts).
Request an introduction to Timothy
Tell Timothy a little about what you're looking for. Timothy isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Timothy
Is Timothy Smith a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Timothy holds no broker registration, and Two Twelve Planning reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Timothy charge for financial advice?
Timothy's firm, Two Twelve Planning, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Timothy Smith based?
Timothy Smith is based in Senoia, Georgia.
What credentials does Timothy Smith hold?
Timothy Smith holds the CFP credential.
Is Timothy Smith registered with the SEC?
Yes. Timothy Smith is registered as an investment adviser representative in GA (CRD 6122405), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Two Twelve Planning manage?
Two Twelve Planning reports $22.3M across 169 accounts in assets under management.
How do I contact Timothy Smith?
Through Timothy's website, www.212plan.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
- 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.
See something wrong? Request a correction. Read our methodology.