Make The Memory Financial Planning
Firm details
- Headquarters
- ,
- CRD number
- 331666
- Registered since
- June 11, 2024
- Website
- www.mtmplanning.com
- Custodians
- ALTRUIST FINANCIAL LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals90.3%
- HNWI9.7%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Make The Memory Financial Planning is an independent registered investment adviser organized as a limited liability company and registered with the SEC in 2024. The firm is owner-operated and focuses on serving individual and family clients, offering financial planning and portfolio management for individuals and small businesses. Its fee arrangements include asset-based fees, hourly charges and flat fees. The shop does not identify as an active ESG investor, is not a capital allocator to external managers, and is not registered as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities87%
- Cash & Cash Equivalents12%
- Public Funds/Mutual Funds1%
Contacts
2 of 2
Matthew Hale
Investment Adviser RepresentativeCRD 5790390
Jordan Vlastuin
PartnerCRD 6211057
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
Reliant Capital Management, LLC
RIAAlva Capital Management, LLC
RIAGreene & Company Financial Services LLC
RIAMrwm Capital Management, LLC
RIANashville, TN
Beacon Rock Wealth Advisors
RIACamas, WA
Grey Private Capital
RIACharlotte, NC