# Together Planning

Together Planning is a Bank / Wealth / Trust based in Gainesville, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Gainesville, United States
- **Region:** North America
- **Address:** Roswell, GA, United States
- **Founded:** 2022
- **Assets under management:** Undisclosed
- **Website:** https://www.togetherplanning.com
- **LinkedIn:** https://www.linkedin.com/company/together-planning

## Regulatory record

- **CRD number:** 175341
- **SEC file number:** 801-123429
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/175341

## About

Together Planning is an SEC-registered investment adviser in Gainesville, FL, registered since 2022. The firm manages $176 million in assets, $175 million on a discretionary basis. It has 4 employees and 3 investment advisers.

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Last updated: 2026-08-10T19:36:47.593Z

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