# Theodore van Gerven

> Theodore van Gerven is a fee-only financial advisor at Memento Financial Planning in Boston, Massachusetts, who holds the CFP credential. Theodore charges a percentage of assets and an ongoing planning fee (ongoing planning from $6,000 a year and 1% a year on the first tier of assets managed) and focuses on equity compensation, tax planning and founders (pre-exit).

Page: https://find.wellspent.co/advisors/theodore-van-gerven/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Memento Financial Planning
- **Based in:** Boston, Massachusetts
- **Fee model:** Percentage of assets; Ongoing planning fee
- **Fees (firm's website):** ongoing planning from $6,000 a year; 1% a year on the first tier of assets managed; no asset minimum
- **Works virtually:** Yes (firm's website)
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $35.8M across 190 accounts
- **Credentials:** CFP
- **Specialties:** Equity compensation, Tax planning, Founders (pre-exit), Retirement with concentrated positions
- **Works with:** Tech employees, High earners
- **CRD:** 6493151 (https://adviserinfo.sec.gov/individual/summary/6493151)
- **SEC registration:** Investment adviser representative in MA, NY
- **Exams passed:** Series 66 (2016)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** http://mementofinancialplanning.com

## Frequently asked questions

### Is Theodore van Gerven a fee-only financial advisor?

Yes. Theodore van Gerven 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 Theodore's firm.

### How does Theodore charge for financial advice?

Theodore charges a percentage of assets and an ongoing planning fee.

### How much does Theodore charge?

According to Memento Financial Planning's website, checked October 28, 2026: ongoing planning from $6,000 a year; 1% a year on the first tier of assets managed; no asset minimum.

### Does Theodore work with clients virtually?

Yes. Memento Financial Planning says on its website that it works with clients remotely.

### Where is Theodore van Gerven based?

Theodore van Gerven is based in Boston, Massachusetts.

### What does Theodore specialize in?

Theodore's specialties include equity compensation, tax planning, founders (pre-exit) and retirement with concentrated positions. Theodore works with tech employees and high earners.

### What credentials does Theodore van Gerven hold?

Theodore van Gerven holds the CFP credential.

### Is Theodore van Gerven registered with the SEC?

Yes. Theodore van Gerven is registered as an investment adviser representative in MA and NY (CRD 6493151), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Memento Financial Planning manage?

Memento Financial Planning reports $35.8M across 190 accounts in assets under management.

### How do I contact Theodore van Gerven?

Through Theodore's website, mementofinancialplanning.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/44880): NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (http://mementofinancialplanning.com/): specialties, clients served, and fees, checked October 28, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.