# Memento Financial Planning

> Memento Financial Planning is a state-registered investment advisory firm in Edgartown, MA, registered since 2018, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated February 27, 2026.

- CRD: 297990
- Filed as: MEMENTO FINANCIAL PLANNING
- Legal name: Modern Wealth Builders, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Edgartown, MA
- Filing period: October 2026
- Form ADV filing dated: February 27, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/297990
- AdvisorCensus page: https://advisorcensus.com/firm/memento-financial-planning-edgartown-ma-297990

## Quick answers

**How is Memento Financial Planning compensated?**
On its Form ADV (Item 5.E, October 2026), Memento Financial Planning reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); other.

**Where is Memento Financial Planning located?**
Memento Financial Planning's principal office is in Edgartown, MA, according to its Form ADV.

**Is Memento Financial Planning registered with the SEC or a state?**
Memento Financial Planning is a state-registered investment advisory firm, registered since 2018. Status as filed: APPROVED. CRD 297990.

**How much does Memento Financial Planning manage?**
Memento Financial Planning reports $35,797,841 in regulatory assets under management in its Form ADV filing dated February 27, 2026 (100% discretionary).

**What types of clients does Memento Financial Planning serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (26); high net worth individuals (12).

**Does Memento 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 public record on IAPD: https://adviserinfo.sec.gov/firm/summary/297990

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $35,797,841
- Discretionary: $35,797,841
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 26 | $10,726,845 |
| High net worth individuals | 12 | $25,070,996 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2018 (7 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MA, NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- mementofinancialplanning.com
- mementofp.com
- modernwealthbuilders.com
- Facebook @modernwealthbuilders
- Instagram @mementofinancialplanning
- LinkedIn @memento-financial-planning
- LinkedIn @tjvangerven
- Threads @tj_vangerven
- X @TJvanGerven
- X @mementofp
- YouTube @tjvangerven

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Memento Financial Planning (CRD 297990): Form ADV filing data as of October 2026.