# Memento Financial Planning

Memento Financial Planning is a RIA based in Martha's Vineyard.

## Overview

- **Organization type:** RIA
- **Headquarters:** Martha's Vineyard
- **Assets under management:** Undisclosed
- **Website:** https://mementofinancialplanning.com
- **LinkedIn:** https://www.linkedin.com/company/memento-financial-planning

## Regulatory record

- **CRD number:** 297990
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/297990

## About

Memento Financial Planning is a fee-only wealth management firm for equity compensation professionals, especially tech couples. It offers tax strategy, equity planning, and financial plans built around clients' actual lives. The firm specializes in dual-income tech households navigating RSUs, ISOs, and ESPP, and operates on a fee-only fiduciary basis.

## People

- T.J. van Gerven — fee-only fiduciary financial planner and founder
- T.J. van Gerven — CFP®, founder

## Questions

### Who are the key principals at Memento Financial Planning?

Key principals are not publicly listed. The firm does not appear to have disclosed its leadership, investment committee, or advisors in available records.

### What regulatory framework governs Memento Financial Planning?

As an RIA, the firm or a state securities regulator, requiring adherence to fiduciary standards and periodic reporting.

## Related profiles

- [Alignment Debt Holdings 1, LLC](https://altss.com/profile/alignment-debt-holdings-1-llc)
- [Hondius Capital Management, LP](https://altss.com/profile/hondius-capital-management-lp)

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Last updated: 2026-08-14T12:30:00.000Z

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