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- Custodian
- Altruist ยท Truist Bank
- Clients
- Retail
- Platforms
- Legacy fusionQuantum +more
- Established Date
- 10-10-2018
- Office Locations
- 1
Office Locations
About Memento Financial Planning
Memento Financial Planning is a boutique firm serving high-earning, dual-income households, often with equity compensation. It provides integrated advice on taxes, investment strategy, and major life transitions, with quarterly progress meetings plus ongoing support and accountability. Portfolios use rules-based, tax-efficient approaches designed to capture market returns. The firm uses Altruist and Schwab and is led by founder T.J. van Gerven, featured in Financial Planning and MarketWatch.
Team overview
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Asset Classes
Client Personas
CRM
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
THEODORE J VAN GERVEN
Chief Compliance Officer, Owner
- CRD
- #6493151
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $35,797,841 | -- |
| Non-Discretionary | $0 | -- |
| Total | $35,797,841 | -- |
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Separately Managed Accounts
Total SMA Asset: $35,797,841
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $498,963,873 | 37.8% |
| Equity - Exchange | $386,763,002 | 29.3% |
| Cash | $434,283,370 | 32.9% |
| Total | $1,320,010,245 | 100.0% |