# Make the Memory Financial Planning

> 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.

- CRD: 331666
- Filed as: MAKE THE MEMORY FINANCIAL PLANNING
- Legal name: Make the Memory Financial Planning, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Filing period: October 2026
- Form ADV filing dated: April 13, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/331666
- AdvisorCensus page: https://advisorcensus.com/firm/make-the-memory-financial-planning-331666

## Quick answers

**How 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

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 31, 2026)

- Flat fee: $3,000 to $25,000 (Financial Planning Services)

> 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)

> 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)

> 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 brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Altruist Financial LLC

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.

### Regulatory assets under management (Item 5.F)
- Total: $8,817,300
- Discretionary: $8,817,300
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 33 | $7,962,247 |
| High net worth individuals | 5 | $855,053 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other

### Firm details
- Registered since: 2024 (2 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MA, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- mtmplanning.com
- LinkedIn @mtmplanning
- LinkedIn @jordan-vlastuin
- LinkedIn @matthewhalecfp

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | Not reported | 2 | September 17, 2024 |
| October 2025 | $720,836 | 2 | January 8, 2025 |
| October 2026 | $8,817,300 | 2 | April 13, 2026 |

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.

## 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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Make the Memory Financial Planning (CRD 331666): Form ADV filing data as of October 2026.