# Together Planning

> Together Planning is an SEC-registered investment advisory firm in Gainesville, FL, registered since 2022, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 3, 2026.

- CRD: 175341
- Filed as: TOGETHER PLANNING
- Legal name: Mallini Complete Financial Planning LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Gainesville, FL
- Filing period: October 2026
- Form ADV filing dated: March 3, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/175341
- AdvisorCensus page: https://advisorcensus.com/firm/together-planning-gainesville-fl-175341

## Quick answers

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

**How much does Together Planning charge?**
Its Form ADV Part 2A brochure dated March 3, 2026 states: Hourly rate: $300 an hour (financial planning services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Together Planning located?**
Together Planning's principal office is in Gainesville, FL, according to its Form ADV; the April 2026 filing also lists 2 other offices (Schedule D, Section 1.F).

**Is Together Planning registered with the SEC or a state?**
Together Planning is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 175341.

**How much does Together Planning manage?**
Together Planning reports $175,959,634 in regulatory assets under management in its Form ADV filing dated March 3, 2026 (99% discretionary).

**How have Together Planning's assets and staff changed since 2022?**
In the Form ADV data for Together Planning: Regulatory assets under management: $103,636,452 in the October 2022 data and $175,959,634 in the October 2026 data, up 70%. Total employees: 6 in October 2022 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Together Planning serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (131); high net worth individuals (56).

**Which custodians does Together Planning use?**
Together Planning's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Together 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/175341

**What changed in Together Planning's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 4 to 3. Regulatory assets under management went from $156,793,735 to $175,959,634 (+12%).

## 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 3, 2026)

- Hourly rate: $300 an hour (financial planning services)

> The fee will be calculated on our hourly rate of $300 per hour and may be negotiated based upon the complexity and nature of the engagement

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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: $175,959,634
- Discretionary: $174,688,180
- Non-discretionary: $1,271,454

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 131 | $37,170,538 |
| High net worth individuals | 56 | $137,698,022 |
| Charitable organizations | Fewer than 5 | $993,326 |
| Corporations or other businesses not listed above | Fewer than 5 | $97,748 |

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

### Firm details
- Registered since: 2022 (4 years)
- Employees: 4 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AL, FL, GA, NC, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Jacksonville, FL
- Roswell, GA

### Websites listed on Form ADV (Item 1.I)
- togetherplanning.com
- Facebook @togetherplanning
- Instagram @togetherplanning
- LinkedIn @together-planning
- YouTube @togetherplanning6591

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2022 | $103,636,452 | 6 | February 10, 2022 |
| October 2023 | $98,191,011 | 6 | October 3, 2023 |
| October 2024 | $128,903,040 | 6 | July 24, 2024 |
| October 2025 | $156,793,735 | 6 | July 14, 2025 |
| October 2026 | $175,959,634 | 4 | March 3, 2026 |

Regulatory assets under management: $103,636,452 in the October 2022 data and $175,959,634 in the October 2026 data, up 70%.
Total employees: 6 in October 2022 and 4 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 4 to 3.
- Regulatory assets under management went from $156,793,735 to $175,959,634 (+12%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Together Planning (CRD 175341): Form ADV filing data as of October 2026.