Data as of Aug 25, 2026 · Based on 3,181,687 AI responses across 10,525 prompts · See how Parse measures this
TwoTen Planning is a fiduciary, fee-only financial planning firm based in Austin, TX, that serves tech professionals nationwide. The firm specializes in comprehensive financial and tax planning, investment management, and equity compensation strategies for clients with over $500K in savings.
Sources
twotenplanning.com shapes more of what AI says about TwoTen Planning than any other source, at 52% of its citations.
parse.gl · newwavefs.com · agwealthm.com · scholarfinancialadvising.com
The market map
Fee-Only Fiduciary Financial Planners →Where AI ranks TwoTen Planning
Excerpts where TwoTen Planning appeared in the AI's answer

TwoTen Planning — specializes in tech professionals with RSUs, stock options, ESPPs, and tax planning; offers virtual planning.

TwoTen Planning — Focuses on tech professionals with RSUs, stock options, ESPPs, and deferred compensation.
Excerpts where TwoTen Planning appeared in the AI's answer

TwoTen Planning — best overall fit for a tech professional with equity compensation

TwoTen Planning — If most of your complexity comes specifically from RSUs, stock options, ESPPs, deferred compensation, and AMT planning, this boutique firm specializes in equity compensation and tax planning for professionals.