T.J. van Gerven
Memento Financial Planning · Boston, Massachusetts
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).
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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 |
| Firm size | 1 employee |
| Website | mementofinancialplanning.com |
| Profile |
How T.J. van'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 T.J. van
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- 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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