Together And/or Together Planning

Together And/or Together Planning (CRD# 175341) is a financial advisory firm headquartered in Gainesville, FL. They manage $128,903,040 in 500 accounts and serve the financial needs of clients across 5 states (or territories).

Current Firm Details
2631 Nw 41st Street, Suite E2, Gainesville, FL 32606
https://www.togetherplanning.com
By the Numbers
  • Total Assets Under Management
    129
    MILLION
  • Total Number of Accounts
    500
    ACCOUNTS
  • Average Account Value
    $257,806
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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AL, FL, GA, NC, TX

Financial Advisors at Together And/or Together Planning
Showing 1 - 3 of 3 top financial advisors.
1
Lia Bertelson, financial advisor Gainesville FL
Lia R. Bertelson
CRD#: 6469786
2631 Nw 41st Street, Suite E2, Gainesville, FL 32606

Lia Bertelson (CRD# 6469786) is an Investment Advisor Representative working at Together And/or Together Planning in Gainesville, FL and has over 7 years of experience in the finance industry.

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

George Mallini (CRD# 6467042) is an Investment Advisor Representative working at Together And/or Together Planning in Gainesville, FL and has over 9 years of experience in the finance industry.

3
Judson Mallini, financial advisor Gainesville FL
Judson T. Mallini
CRD#: 5164003
2631 Nw 41st Street, Suite E2, Gainesville, FL 32606

Judson Mallini (CRD# 5164003) is an Investment Advisor Representative working at Together And/or Together Planning in Gainesville, FL and has over 17 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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