Theodore van Gerven
Memento Financial Planning · Boston, Massachusetts
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).
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Specialties
Who they serve
- Tech employees
- High earners
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 |
| Accepting new clients | Yes |
| Assets under management | $35.8M across 190 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MA, NY · CRD 6493151 |
| Exams passed | Series 66 (2016) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | mementofinancialplanning.com |
| Profile |
How Theodore's firm compares
- Ongoing planning starts at $6,000 a year, above the Massachusetts median of $5,000 for fee-only firms that publish prices.
- Memento Financial Planning's average account is about $188,000, from its Form ADV (assets managed divided by 190 accounts).
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Questions about Theodore
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.
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
- Memento Financial Planning website : specialties, clients served, and fees, checked October 28, 2026
- 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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