George Mallini
Together Planning · Gainesville, Florida
George Mallini is a fee-only financial advisor at Together Planning in Gainesville, Florida. Together Planning reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Together Planning |
|---|---|
| Based in | Gainesville, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $176.0M across 587 accounts |
| SEC registration | Investment adviser representative in AL, FL, GA, NC · CRD 6467042 |
| Exams passed | Series 65 (2015) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.togetherplanning.com |
How George's firm compares
- Together Planning's average account is about $300,000, from its Form ADV (assets managed divided by 587 accounts).
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Questions about George
Is George Mallini a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: George holds no broker registration, and Together Planning reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does George charge for financial advice?
George's firm, Together Planning, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is George Mallini based?
George Mallini is based in Gainesville, Florida.
Is George Mallini registered with the SEC?
Yes. George Mallini is registered as an investment adviser representative in AL, FL, GA and NC (CRD 6467042), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Together Planning manage?
Together Planning reports $176.0M across 587 accounts in assets under management.
How do I contact George Mallini?
Through George's website, www.togetherplanning.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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