Top financial advisors in Gainesville, FL
We’ve curated a list of the best financial advisors in Gainesville, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$97,821,633
Number of advisors
6 advisors
| $97,821,633 | 6 advisors |
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Gainesville, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Gainesville. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
Together And/or Together Planning
**Together Planning Financial Advisor Firm Summary:** **Background and Expertise:** Together Planning, a registered investment adviser, was established in June 2015 and is based in Gainesville, Florida. The firm specializes in providing investment advisory services to individuals, families, charitable organizations, retirement plans, and businesses. The team includes experienced professionals such as George T. "Tom" Mallini, Judson "Jud" T. Mallini, Lia Mallini Bertelson, and Virginia Mallini Knoll. **Consumer-Facing Terms:** - **Minimum Initial Investment:** No specific minimum mentioned. - **Fee Structure:** Fees are calculated based on services provided, with hourly financial planning rates ranging from $270 to $300 per hour. Annual portfolio management fees range from 0.50% to 1.50% based on assets under management. - **Fiduciary Status:** The firm operates under a fiduciary standard, acting in the best interests of clients. - **Investment Discretion:** Clients can grant discretionary authority for portfolio management, allowing the firm to make investment decisions without prior approval. **Advisory Business Description:** Together Planning offers two main services to retail investors: Unlimited Financial Planning (including investment management) and Hourly Financial Planning. The firm's services cover a
$97,821,633 under management
6 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small Businesses
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Gainesville, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Gainesville. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
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