Together Planning is an SEC registered investment adviser organized as a limited liability company with a primary office location in Gainesville, FL. Its latest Form ADV filing, dated March 3, 2026, reports $176M in regulatory assets under management, 4 employees, 2 offices, and 587 accounts.
Assets Under Management
$176M
Employees
4
Offices
2 offices
Total Clients
187
Primary office
GAINESVILLE, FL
2631 NW 41ST STREET, SUITE E2, GAINESVILLE, FL, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 70.1% of total clients.
Top client categories% of clientsClients
1
Individuals
70.1%
131
2
HNWI
29.9%
56
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$176Mas of March 3, 2026
Discretionary99.3%
$175M
99% of total RAUM99.3%
Non-discretionary0.7%
$1M
1% of total RAUM0.7%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$176M
Total Accounts587
10Y AUM Change+$72M (+69.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee47:1
10Y Employee Change-2 (-33.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.