Lia Bertelson
Together Planning · Jacksonville, Florida
Lia Bertelson 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 · CRD 6469786 |
| Exams passed | Series 65 (2016) |
| Firm size | 4 employees |
| Disclosures | None reported |
How Lia'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 Lia
Is Lia Bertelson a fee-only financial advisor?
Yes. Lia Bertelson is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Lia's firm.
How does Lia charge for financial advice?
Lia's firm, Together Planning, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Lia Bertelson based?
Lia Bertelson is based in Jacksonville, Florida.
What credentials does Lia Bertelson hold?
Lia Bertelson holds the CFP credential.
Is Lia Bertelson registered with the SEC?
Yes. Lia Bertelson is registered as an investment adviser representative in AL, FL, GA and NC (CRD 6469786), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Together Planning manage?
Together Planning reports $176.0M across 587 accounts in assets under management.
How do I contact Lia Bertelson?
Contact details aren't on file yet. Search for Together Planning.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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