Together Planning fees
Financial planner in Gainesville, Florida. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 3, 2026, Together Planning (Gainesville, FL) charges $300 an hour for financial planning.
- Website: togetherplanning.com (opens in new tab)
- Call (352) 221-9300
- Brochure (PDF) (opens in new tab)
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 3, 2026. Fees can change.
- Hourly rate
- $300/hr
Matches the Florida median of $300; 46% of the 188 other planners in Florida that publish an hourly rate charge less.
“The fee will be calculated on our hourly rate of $300 per hour and may be negotiated based upon the complexity and nature of the engagement and the planning professional utilized in providing the services.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- None stated in the brochure
- Team size
- 4 employees
How Together Planning bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Future financial planning services are billed at the same hourly rate as stated in your planning agreement.”
- “The balance is due upon delivery of the financial plan or completion of the agreed upon services, as stated in our Financial Planning Agreement.”
- “However, if you have pre-paid advisory fees that we have not yet earned, you will receive a prorated refund of those fees.”
About Together Planning
“Our Integrated Financial Planning service consists of preparing an initial financial plan and providing ongoing financial planning and investment management services.”
Planning areas mentioned in the brochure
- Tax planning
- Estate planning
Firm details from Form ADV
- How the firm is paid
- Hourly fees, flat or fixed fees, and a percentage of assets under management
- Clients
- 187
- Works with
- Individuals, high net worth individuals, charities, and businesses
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $176 million
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported on Form ADV as of March 3, 2026
- CRD number
- 175341 (opens in new tab)
- Phone
- (352) 221-9300
Registered or notice filed in 5 states: Alabama, Florida, Georgia, North Carolina, Texas
More planners in Florida that publish fees
- Moore Financial Management, Inc.BradentonFlat $2,500-$7,000
- Toring Financial Advisors, Inc.Palm HarborAnnual $2,000-$5,000/yr
- Libra Investment Advisors IncMiamiHourly $150-$350/hr
- Houten Haley Financial LLCSt. PetersburgHourly up to $250/hr, Flat $750-$5,000
- Integrity Financial StrategiesPalmettoHourly $250/hr
- AlphaQ AdvisorsWinter ParkHourly $250-$1,000/hr
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.