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 registered investment adviser formed as an LLC in 2022. The firm focuses on financial planning and portfolio management for individual and family clients, as well as small-business owners. Its fee model is a mix of AUM-based fees, hourly charges and fixed-fee engagements. The firm reports incorporating ESG considerations into its investment approach. Together Planning is owner-operated and positions itself as a planning-first advisory practice that uses managed portfolios and public funds as the primary vehicles for client allocations. It does not act as a capital allocator in the sense of running in-house external manager platforms, but it does use outside managers for specific alternative exposures.
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 1GEORGE 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 29Active vs passive
$114M in ETFs
96%
$110M
3%
$4.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI) | Vanguard | Passive | Large Blend | $43M | 133,910 | 37.71% |
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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