Judson Mallini
Together Planning · Jacksonville, Florida
Judson Mallini is a fee-only financial advisor at Together Planning in Jacksonville, Florida, who holds the CFP credential. 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 | Jacksonville, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $176.0M across 587 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in AL, FL, GA, NC, TX · CRD 5164003 |
| Exams passed | Series 63 (2006) · Series 65 (2006) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.togetherplanning.com |
How Judson'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 Judson
Is Judson Mallini a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Judson 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 Judson charge for financial advice?
Judson's firm, Together Planning, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Judson Mallini based?
Judson Mallini is based in Jacksonville, Florida.
What credentials does Judson Mallini hold?
Judson Mallini holds the CFP credential.
Is Judson Mallini registered with the SEC?
Yes. Judson Mallini is registered as an investment adviser representative in AL, FL, GA, NC and TX (CRD 5164003), 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 Judson Mallini?
Through Judson'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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