Overview
Assets Under Management: $176 million
Headquarters: GAINESVILLE, FL
High-Net-Worth Clients: 56
Average Client Assets: $2.5 million
Frequently Asked Questions
TOGETHER PLANNING is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #175341), TOGETHER PLANNING is subject to fiduciary duty under federal law.
TOGETHER PLANNING is headquartered in GAINESVILLE, FL.
TOGETHER PLANNING serves 56 high-net-worth clients according to their SEC filing dated March 03, 2026. View client details ↓
According to their SEC Form ADV, TOGETHER PLANNING offers financial planning and portfolio management for individuals. View all service details ↓
TOGETHER PLANNING manages $176 million in client assets according to their SEC filing dated March 03, 2026.
According to their SEC Form ADV, TOGETHER PLANNING serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 56
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 78.26%
Average Client Assets: $2.5 million
Total Client Accounts: 587
Discretionary Accounts: 577
Non-Discretionary Accounts: 10
Regulatory Filings
CRD Number: 175341
Filing ID: 2038955
Last Filing Date: 2026-03-03 20:10:24