Together Planning is an independent, fee-only fiduciary RIA firm providing comprehensive financial planning and investment management. We strive to empower our clients with confidence about their financial future. Utilizing our experience and progressive technology, we help them answer their complex questions so that they can worry less and enjoy their lives more. Advisory services offered through Mallini Complete Financial Planning, LLC a registered investment adviser. Registration as an investment adviser does not constitute an endorsement of the firm by securities regulators.
| Website | http://www.togetherplanning.com |
| Revenue | $2.4 million |
| Employees | 8 (4 on RocketReach) |
| Founded | 2015 |
| Address | 2631 NW 41st Street E-2, Gainesville, Florida 32606, US |
| Phone | +1 352-221-9300 |
| Technologies |
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| Industry | Investment Management |
| Keywords | Financial Planning, Investment Management, Ria Firm, Fee Only Financial Advisor, Fiduciary Advisor, Wealth Management, Retirement Planning, Financial Advisor, Estate Planning, Investment Advisor, Tax Planning, College Savings, Financial Consulting, Long Term Care Planning, Insurance Planning, Investment Strategies, Portfolio Management, Risk Management, Financial Education, Wealth Building |
| Competitors | My Wedding Workbook - now Planning Pod, MEDAC, Eventbrite, Bizzabo, Whova, Gather Technologies, Ameex Technologies, Splash (SplashThat.com), Asana, Trello +32 more (view full list) |
Looking for a particular Together Planning employee's phone or email?
The Together Planning annual revenue was $2.4 million in 2026.
Jud Mallini is the Co-Founder, Financial Planner of Together Planning.
4 people are employed at Together Planning.
Together Planning is based in Gainesville, Florida.