Judson Thomas Mallini
Investment adviser representative at Together Planning
11 yearsExperience
5 statesRegistered in
CFP® certificationDesignation
$176MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Together PlanningAug 2015 to now
- Together And/or Together PlanningAug 2015 to now
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2006
- Series 65 · Uniform Investment Adviser Law2006
State registrations
Registered as an investment adviser representative in 5 states (AL, FL, GA, NC, TX).
Together Planning
Legal name: Mallini Complete Financial Planning LLC
$176MAssets managed
187Clients
3Advisers
4 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5164003
- Firm CRD
- 175341