AdvisorCensus / Financial advisors / Make the Memory Financial Planning
Make the Memory Financial Planning
Filed as MAKE THE MEMORY FINANCIAL PLANNING · Legal name Make the Memory Financial Planning, LLC
Make the Memory Financial Planning is an SEC-registered investment advisory firm, registered since 2024, reporting under $25 million in regulatory assets under management in its Form ADV filing dated April 13, 2026.
Quick answers
From the filingHow is Make the Memory Financial Planning compensated?
On its Form ADV (Item 5.E, October 2026), Make the Memory Financial Planning reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).
How much does Make the Memory Financial Planning charge?
Its Form ADV Part 2A brochure dated March 31, 2026 states: Flat fee: $3,000 to $25,000 (Financial Planning Services); Flat fee: $1,500 to $5,000 (one-time onboarding fee); Hourly rate: $150 to $350 an hour (Financial Planning Services). Fees can differ by service and may be negotiable; the brochure is the complete statement.
Is Make the Memory Financial Planning registered with the SEC or a state?
Make the Memory Financial Planning is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 331666.
How much does Make the Memory Financial Planning manage?
Make the Memory Financial Planning reports $8,817,300 in regulatory assets under management in its Form ADV filing dated April 13, 2026 (100% discretionary).
How have Make the Memory Financial Planning's assets and staff changed since 2024?
In the Form ADV data for Make the Memory Financial Planning: Regulatory assets under management: $720,836 in the October 2025 data and $8,817,300 in the October 2026 data, up 1123%. Total employees: 2 in October 2024 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Make the Memory Financial Planning serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (33); high net worth individuals (5).
Which custodians does Make the Memory Financial Planning use?
Make the Memory Financial Planning's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Altruist Financial LLC as a custodian holding 10% or more of its separately managed account assets.
Does Make the Memory Financial Planning report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/331666
What changed in Make the Memory Financial Planning's recent Form ADV filings?
In the April 2026 filing data: Reported a succession: took over the business of Make the Memory Financial Planning (CRD 331666) on March 20, 2026.
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AThe brochure lists different fees for different services or strategies; see the brochure for them.
Flat fee: $3,000 to $25,000 (Financial Planning Services)
The brochure's wording
As a fixed fee, typically ranging from $3,000 to $25,000, depending on the nature and complexity of each client's circumstances. In addition to the fixed fee, clients will be charged a one-time
Flat fee: $1,500 to $5,000 (one-time onboarding fee)
The brochure's wording
In addition to the fixed fee, clients will be charged a one-time onboarding fee that ranges from $1,500 to $5,000, depending on the nature of the engagement.
Hourly rate: $150 to $350 an hour (Financial Planning Services)
The brochure's wording
On an hourly basis, calculated on a charge ranging from $150 to $350 per hour. The length of time it will take to complete the advisory service will depend on the nature and complexity
As stated in the firm's Form ADV Part 2A brochure dated March 31, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$8,817,300 as of October 2026, filing dated April 13, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
Registration and firm details
Items 1, 2, 5- Legal name
- Make the Memory Financial Planning, LLC
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2024 (2 years)
- Employees
- Total: 2. Performing investment advisory functions: 2.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.
- States registered or notice-filed
-
2 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $8,817,300 | 2 | April 13, 2026 |
| October 2025 | $720,836 | 2 | January 8, 2025 |
| October 2024 | Not reported | 2 | September 17, 2024 |
Regulatory assets under management: $720,836 in the October 2025 data and $8,817,300 in the October 2026 data, up 1123%.
Total employees: 2 in October 2024 and 2 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- April 2026
- Reported a succession: took over the business of Make the Memory Financial Planning (CRD 331666) on March 20, 2026.
- February 2026
- Regulatory assets under management went from $720,836 to $8,817,300 (+1123%).
- Registered or notice-filed in MA.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Make the Memory Financial Planning (CRD 331666): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/make-the-memory-financial-planning-331666