Together Planning
Firm details
- Headquarters
- Gainesville, Florida
- CRD number
- 175341
- Registered since
- March 14, 2022
- Website
- togetherplanning.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI78.26%
- Individuals21.12%
- Charitable Organizations0.56%
- Corporations / Businesses0.06%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Together Planning is an independent SEC-registered RIA organized as an LLC and operating primarily for individual and family clients. The firm offers fee-based financial planning and portfolio management for individuals and small businesses, charging a mix of percentage-of-AUM, hourly, and fixed fees. Together Planning reports being an active ESG investor. The firm was registered with the SEC in 2022 and is owned by an individual; it does not act as a separate capital allocator.
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
- Public Funds/Mutual Funds85%
- Exchange Traded Equities9%
- Cash & Cash Equivalents4%
- US Government Bonds2%
Owners & executives
1 of 1
George Mallini
Chief Investment OfficerCRD 6467042
Contacts
3 of 3Virginia Knoll
MemberCRD 6469790
Lia Bertelson
Financial PlannerCRD 6469786
Judson Mallini
Certified Financial PlannerCRD 5164003
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 39Active vs passive
$128M in ETFs
66%
$84.3M
25%
$43.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI) | Vanguard | Passive | Large Blend | $48M | 129,847 | 37.67% |
Location
Gainesville, FL
Alachua
Location
Gainesville, FL
Headquartered in Gainesville, FL, anchoring the Gainesville-Lake City, FL metro in the South.
- Metro area
- Gainesville-Lake City, FL
- Region
- South
- County
- Alachua
- Address
- 2631 Nw 41st St
- Time zone
- ET (UTC-5)
- Office locations
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