# T.J. van Gerven

> T.J. van Gerven is a fee-only financial advisor at Memento Financial Planning in Boston, Massachusetts, who holds the CFP credential. T.J. van 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/tj-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
- **Firm size:** 1 employee
- **Website:** https://mementofinancialplanning.com

## Frequently asked questions

### Is T.J. van Gerven a fee-only financial advisor?

Yes. T.J. van Gerven is listed in the XY Planning Network directory (XYPN members are fee-only).

### How does T.J. van charge for financial advice?

T.J. van charges a percentage of assets and an ongoing planning fee.

### How much does T.J. van 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 T.J. van work with clients virtually?

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

### Where is T.J. van Gerven based?

T.J. van Gerven is based in Boston, Massachusetts.

### What does T.J. van specialize in?

T.J. van's specialties include equity compensation, tax planning, founders (pre-exit) and retirement with concentrated positions. T.J. van works with tech employees and high earners.

### What credentials does T.J. van Gerven hold?

T.J. van Gerven holds the CFP credential.

### How much does Memento Financial Planning manage?

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

### How do I contact T.J. van Gerven?

Through T.J. van's website, mementofinancialplanning.com.

## Sources

- XY Planning Network directory listing (https://www.xyplanningnetwork.com/find-an-advisor/tj-van-gerven-10385): XYPN members are fee-only
- 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.