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 RIA organized as a limited liability company that focuses on individual and family clients. The firm is registered with the SEC (registered in 2022) and is owned by an individual principal. Its advisory services emphasize financial planning and portfolio management for individuals and small businesses, and it bills using a mix of percentage-of-AUM fees alongside hourly and fixed-fee arrangements. Together Planning identifies as an active ESG investor, incorporating environmental, social, or governance considerations into its processes.
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 3
Judson Mallini
Certified Financial PlannerCRD 5164003
Lia Bertelson
Financial PlannerCRD 6469786
Virginia Knoll
MemberCRD 6469790
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 42Active vs passive
$129M in ETFs
63%
$81.4M
25%
$48M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD MORNINGSTAR TOTAL STOCK MARKET INDEX FUND (VTI) | Vanguard | Passive | Large Blend | $46.8M | 125,151 | 36.21% |
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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