Stu Sneen, CFP®, CFA
Financial Planning For Tech Professionals
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TwoTen Planning
Stu Sneen, CFP®, CFA
Austin, Texas
Serving Clients Nationwide
Financial Planning For Tech Professionals
5 out of 5 Stars
Jump to Reviews
Areas of Focus
- Employee Stock Options
- Equity Compensation Options
- High Net Worth
- Investment Management
- Tax-Smart Accumulation Planning
About Stu Sneen, CFP®, CFA
Hello, I am Stu Sneen, Financial Planner and Founder of TwoTen Planning.TwoTen Planning is a fiduciary, fee-only financial planning firm based in Austin, TX, serving tech professionals. We offer comprehensive financial and tax planning, and investment management for a flat fee.
Professional:
Prior to founding TwoTen Planning, I enjoyed a successful 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 also hold the CERTIFIED FINANCIAL PLANNER™ and CFA charterholder® designations.
Personal:
I live in Austin, TX, with my wife (Marci) and our two boys. We enjoy great food (VIA 313 Pizzeria and Red Ash Italia), outdoor activities (football and pool time), and playing with Ranger (our bernedoodle)! We also love to travel to sunny beaches in Maui, Turks & Caicos, and Florida. We attend Austin Ridge Bible Church.
If you are a tech professional, I can help you to maximize your equity comp, reduce taxes, invest wisely, and manage risk. Schedule an Intro Visit with me.
Professional Designations
- CERTIFIED FINANCIAL PLANNER ®
- Chartered Financial Analyst (CFA)
- Master of Science in Financial Planning (MSFP)
Affiliations
-
CFA Institute
- CFP Board
- Fee Only Network
- Flat Fee Advisors
- Measure Twice Planners
- National Association of Personal Financial Advisors
- XY Planning Network
- CFP Board
Primary Location
Austin, TX, 78738
Video
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Only
- Flat Fee
- One-time Financial Plan
What to expect in the first meeting
Click the 'Book Intro Call' button above for your free wealth assessment. Our 3-step process can help you maximize equity comp, reduce taxes, and grow your wealth. It all starts with a 20-30 minute call, virtual meet, or coffee chat to see if our expertise aligns with your needs. I look forward to speaking with you.Offers Investment Management
Yes
About TwoTen Planning
TwoTen Planning is a fiduciary, fee-only financial planning firm tailored for mid to late career professionals. We provide financial planning, tax planning, and investment services – all for a fixed fee.Your Situation
You are a professional and you are navigating the complexities of your equity awards and your financial matters. You have many challenges:
➡️ Understanding your equity awards and making prudent, informed, and timely decisions
➡️ Managing your stock concentration, while investing wisely
➡️ Awareness of the tax, investment, and legal implications
➡️ Getting financially organized with a plan to protect your family and assets from an untimely event
These challenges require wise decision-making to ensure that you maximize your financial opportunities, care for your family, and avoid costly mistakes.
You are smart and successful. Yet, you may be lacking the time, interest, knowledge, or discipline to manage all the moving financial parts on your own. And let’s face it, we all have blind spots. You desire financial help so you can instead focus on everything that matters most in your life!
We Are...
✔️ Fiduciary
As a fiduciary, we always put your interests first, the way it should be.
✔️ Transparent
We believe in transparency—no secrets, just straightforward communication and trust.
✔️ Equity Comp Focused
We leverage our expertise in managing equity compensation for tech professionals.
What are We About?
At TwoTen Planning, our mission is to empower busy professionals to build, protect, and maximize their wealth through expert guidance in equity compensation, financial planning, and tax strategies—all with a personalized, fee-only approach.
Working With Us Will Make You Feel...
▪️ Confident that you are successfully navigating and optimizing your equity awards and making strategic decisions on selling and exercising.
▪️ Reassured by being proactive with tax planning and prudently managing concentration risk
▪️ Prepared knowing that you are financially organized, and a plan is in place for your future
▪️ Clear about your purpose, values, and goals
▪️ Optimistic that your money is diversified, invested wisely, and aligned with your financial plan
▪️ Relaxed because your financial planner gets you and has your back
Education
University of Minnesota - Carlson School of Management, Bachelor of Science in Business, Major: Finance | Golden Gate University, Master of Science in Advanced Financial Planning, Concentration: Financial Life Planning
Hobbies and Interests
- Beach
- Church
- Family
- Football
- Golf
- Music
- Reading
- Traveling
SEC Lookup
View DisclosureWho We Serve
- Corporate Executives
- Engineers
- Gen X
- Sales Professionals
- Technology Professionals
Wealthtender is a trusted, independent financial directory and educational resource governed by our strict Editorial Policy, Integrity Standards, and Terms of Use. While we receive compensation from featured professionals (a natural conflict of interest), we always operate with integrity and transparency to earn your trust. Wealthtender is not a client of these providers. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.
Write a Review
By clicking submit, you acknowledge this review is based on your own experience and reflects your genuine opinion. You also agree to our review policy, privacy policy, and terms and conditions, and give this financial advisor permission to publicly display your review on their website.
5 Stars
✅ Wealthtender Certified Advisor Review™
Nov 15, 2025
It's great to have Stu and his team available to answer financial questions as they come up. Stu gives detailed, honest insights that have helped me with some of my financial decisions.
Relationship to Financial Advisor: This reviewer has never been a client.
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Nov 9, 2025
Not only did Stu, owner of TwoTen Planning, offer excellent financial advising services, but he took plenty of time to get to know me before we discussed finances. This allowed him to build a highly customized plan exactly fitting my goals for the future.
Stu put me at ease discussing what I find to be a highly stressful topic and thoroughly explained topics I wasn't familiar with during our meetings. He is highly knowledgeable in all financial planning related topics. I would strongly recommend him to any friend, family member, colleague, etc. in need of financial planning services.
Relationship to Financial Advisor: Former Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Nov 6, 2025
My wife and I had an amazing experience with Two Ten Planning. Stu spent several hours over the course of the three meetings getting to know about our values and goals in addition to our financial situation. Over the past year we have interviewed several different advisors, and Stu was by far the best that we have encountered. We have not yet made the final decision to begin working with an advisor, but when we do it will be with Two Ten planning. When that time comes, I am confident it will be a great collaboration.
Relationship to Financial Advisor: This reviewer has never been a client.
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Sep 27, 2025
After hopping between a handful of financial planners—each charging for an annual “one‑size‑fits‑all” review that never seemed to anticipate life’s twists—we were ready to throw in the towel and suffer through self management. Then we met Stu for coffee, and everything changed.
From the moment we sat down, Stu proved he’s not just another adviser. He actually listened: he dug into our goals, our investing experience, and the tax nuances that matter to us. He gave us individual financial‑goal worksheets, and that simple step uncovered a surprising truth—we weren’t as aligned on risk tolerance as we thought!
Stu’s recommendations are sharp, insightful, and he moves fast. As soon as something shifts—whether it’s a market move, a tax deadline, or a life event—he’s the first to reach out with a clear, actionable plan. He helps coordinates with our tax accountant and other professionals, making sure every piece of the puzzle fits together.
If you want a financial planner who is genuine, proactive, and downright exciting to work with, look no further than Stu. He’s the real deal, and I can’t recommend him enough for anyone who wants their investments expertly managed and their financial dreams fully realized!
Relationship to Financial Advisor: Client as of Sep 27, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Sep 26, 2025
Stu Steen conducts himself with the utmost level of professionalism and integrity. I have had the pleasure to be associated with Stu for several years in several different forums. He is highly capable to help Technical Professionals who need advice and direction with Stock Options in all their forms. I highly recommend him!
Relationship to Financial Advisor: This reviewer has never been a client.
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Sep 26, 2025
Highly recommend Stu and TwoTen Planning
Relationship to Financial Advisor: Former Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Jul 23, 2025
Anyone looking for a financial professional I would highly recommend you reach out to Stu! He is the most trusting and honest person I have every met.
Thanks for your help Stu!
Tom
Relationship to Financial Advisor: This reviewer has never been a client.
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Jul 21, 2025
Stu Sneen, owner of TwoTen Planning, did a job that was beyond outstanding helping me with portfolio questions. I'm a former tech professional and found Stu as the result of an exhaustive search for an affordable fee-only, fiduciary financial planner who understands factor investing. Stu is a former VP of Dimensional Fund Advisors, so finding him was hitting the jackpot. Stu gave me the highest quality of financial advice at an extremely reasonable price. For just a few billed hours, he took me behind the veil and showed me how a financial planner looks at portfolio optimization. Instead of treating me as a pesky guy with difficult questions, we had a real meeting of the minds. I value his advice enormously and will not hesitate to go back to him with further questions. If I were a different kind of investor, I also wouldn't hesitate to place assets under his management or simply trust his advice without asking so many questions.
On a more personal level, I find Stu extremely approachable, friendly, and to the extent I can judge someone I've only spent a couple of hours speaking with, I believe him to be of the highest possible integrity. Ten out of five stars!
Relationship to Financial Advisor: Former Client
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Jul 17, 2025
-
Relationship to Financial Advisor: This reviewer has never been a client.
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Jul 15, 2025
I’ve known Stu for some time now, and I can say he’s one of the most trustworthy and values-driven financial advisors I’ve encountered. He brings clarity to complex financial decisions and genuinely cares about helping people build a strong foundation for their future. If you’re looking for an advisor who leads with wisdom, integrity, and a deep commitment to your long-term success—Stu is someone you want in your corner.
— Gerald Duran, Managing Partner at CanaGlobal
Relationship to Financial Advisor: This reviewer has never been a client.
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
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