# ACT 2 PLANNING

ACT 2 PLANNING is an Asset Manager based in United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** United States
- **Region:** North America
- **Assets under management:** Undisclosed
- **Website:** act2planning.com

## Regulatory record

- **CRD number:** 336663
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/336663

## About

ACT 2 PLANNING is a state-registered investment adviser. It has 1 employee and 1 investment adviser.

## Questions

### What is Act 2 Planning's core client focus?

Act 2 Planning works almost exclusively with individuals who are nearing retirement or already retired. The firm concentrates on restructuring portfolios for lifetime income generation rather than pure asset accumulation. This includes strategies around Social Security claiming, fixed-income laddering, and systematic withdrawal planning.

### What distinguishes the firm's retirement approach from a standard wealth manager?

The primary distinction is Act 2 Planning's exclusive focus on the decumulation phase of the financial lifecycle. Standard advisory practices often apply accumulation-era mental models to retired clients. Act 2 Planning dedicates its practice to the specific challenges of turning a lifetime of savings into a reliable, tax-sensitive income stream that must last an unknown horizon.

### Is Act 2 Planning a fiduciary?

Registered investment advisers in the United States are held to a fiduciary standard under the Investment Advisers Act of 1940. This requires Act 2 Planning to act in clients' best interests when providing investment advice. Clients should confirm this status in the firm's current regulatory filings and advisory agreement.

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Last updated: 2026-06-03T20:00:00.000Z

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