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TOGETHER PLANNING

GAINESVILLE, FL · CRD 175341 · IAPD ↗ · 352-221-9300

$176.0MRegulatory AUM
3Advisory reps
4Employees
0Clients
101-250Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

65
April 2026 — TOGETHER PLANNING now reports custody of client assets ($3.3M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
55
April 2025 — TOGETHER AND/OR TOGETHER PLANNING is now doing business as TOGETHER PLANNING.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
61
March 2024 — TOGETHER AND/OR TOGETHER PLANNING reported RAUM up 31% ($98.2M -> $128.9M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.