Together And/or Together Planning

Together And/or Together Planning (CRD# 175341) is a financial advisory firm headquartered in Gainesville, FL. They manage $32,385,965 in 87 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    32
    MILLION
  • Total Number of Accounts
    87
    ACCOUNTS
  • Average Account Value
    $372,252
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AL, FL, GA, LA, NC

Financial Advisors at Together And/or Together Planning
Showing 1 - 4 of 4 top financial advisors.
1
Judson T. Mallini
CRD#: 5164003
4720 Salisbury Rd, Jacksonville, FL 32256
93
Wealthminder
score

Judson Mallini (CRD# 5164003) is an Investment Advisor Representative working at Together And/or Together Planning in Jacksonville, FL and has over 11 years of experience in the finance industry.

2
George T. Mallini
CRD#: 6467042
2631 Nw 41st Street, Suite E2, Gainesville, FL 32606
90
Wealthminder
score

George Mallini (CRD# 6467042) is an Investment Advisor Representative working at Together And/or Together Planning in Gainesville, FL and has over 3 years of experience in the finance industry.

3
Lia R. Bertelson
CRD#: 6469786
2631 Nw 41st Street, Suite E2, Gainesville, FL 32606
88
Wealthminder
score

Lia Bertelson (CRD# 6469786) is an Investment Advisor Representative working at Together And/or Together Planning in Gainesville, FL and has 1 year of experience in the finance industry.

4
Teresa F. Kelly
CRD#: 6603281
2631 Nw 41st Street, Suite E2, Gainesville, FL 32606
88
Wealthminder
score

Teresa Kelly (CRD# 6603281) is an Investment Advisor Representative working at Together And/or Together Planning in Gainesville, FL and has 1 year of experience in the finance industry.

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