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- Custodian
- Altruist ยท Truist Bank
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 38 clients, or 38 clients per representative. That equates to $942.0K in reported AUM per client.
The profile lists 1 reported office location and 7 years in operation. The source data was last updated on February 27, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Client Personas
- CRM
- Custodian
- Fund Managers
- Investment Themes
- Investment Vehicles
- Services
- Technology
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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
SMA allocation detail is available
Memento Financial Planning has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.