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- Custodian
- Capital Group · Charles Schwab & Company · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 02-01-2015
- Office Locations
- 3
Office Locations
About Together Planning
Together Planning is a Gainesville, FL RIA offering standalone financial planning for do-it-yourself investors and ongoing integrated planning with investment management for individuals and families. The team provides comprehensive advice, executes planning action items (including paperwork and coordination with other professionals), and schedules regular reviews with unlimited advisor access. Portfolios commonly use mutual funds and ETFs, with ESG/socially responsible options when appropriate.
Team overview
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Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
LIA REGINA BERTELSON
Chief Compliance Officer
- CRD
- #6469786
- Ownership
- 25% but less than 50%
VIRGINIA MARIE KNOLL
--
- CRD
- --
- Ownership
- 25% but less than 50%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $174,688,180 | $302,752 |
| Non-Discretionary | $1,271,454 | $127,145 |
| Total | $175,959,634 | $299,761 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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