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John Howard Abernethy

John H. Abernethy

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CRD#: 7209179
John Howard Abernethy

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

John Howard Abernethy, CFP®, who also goes by John Abernethy, was a registered financial professional .

John is a previously registered financial professional and started their career in finance in 2020. John had worked at 4 firms and has passed the Series 63, Series 65, Series 7TO and SIE exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

John Abernethy

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
EMPLOYEE OF THE VANGUARD GROUP, INC (PARENT COMPANY OF VANGUARD MARKETING CORPORATION) 100 VANGUARD BLVD, MALVERN, PA 19355

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Certified Financial Planner

Start date: 2021

Experience

Past

June 3, 2024 - September 12, 2025

TOGETHER PLANNING

RIA
CRD#: 175341
GAINESVILLE, FL
Past

May 30, 2023 - May 10, 2024

SYCAMORE FINANCIAL PLANNING, LLC

RIA
CRD#: 159212
DURHAM, NC
Past

November 3, 2021 - September 7, 2022

VANGUARD MARKETING CORPORATION

BD
CRD#: 7452
CHARLOTTE, NC
Past

September 24, 2021 - September 7, 2022

VANGUARD ADVISERS, INC.

RIA
CRD#: 106715
CHARLOTTE, NC
Past

January 17, 2020 - September 7, 2021

TOGETHER PLANNING

RIA
CRD#: 175341
GAINESVILLE, FL

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
TOGETHER PLANNING
TOGETHER PLANNING
MALLINI COMPLETE FINANCIAL PLANNING LLC | TOGETHER PLANNING | TOGETHER AND/OR TOGETHER PLANNING

CRD#: 175341 / SEC#: 801-123429

RIA
Registered Investment Advisory firm - (3/14/2022 Approved)
Alabama
Registered Investment Advisory firm - (3/28/2022 Terminated)
Florida
Registered Investment Advisory firm - (3/28/2022 Terminated)
Georgia
Registered Investment Advisory firm - (4/18/2022 Terminated)
Louisiana
Registered Investment Advisory firm - (3/29/2022 Terminated)
North Carolina
Registered Investment Advisory firm - (4/1/2022 Terminated)
Texas
Registered Investment Advisory firm - (3/28/2022 Terminated)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
RR
Series 63
Date: 11/17/2021
Uniform Securities Agent State Law Examination
State Security Law Exam
IAR
Series 65
Date: 12/2/2019
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 11/3/2021
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 7/18/2021
Securities Industry Essentials Examination

Current Firm

TOGETHER PLANNING
TOGETHER PLANNING
MALLINI COMPLETE FINANCIAL PLANNING LLC | TOGETHER PLANNING | TOGETHER AND/OR TOGETHER PLANNING

CRD#: 175341 / SEC#: 801-123429

RIA
Registered Investment Advisory firm - (3/14/2022 Approved)
Alabama
Registered Investment Advisory firm - (3/28/2022 Terminated)
Florida
Registered Investment Advisory firm - (3/28/2022 Terminated)
Georgia
Registered Investment Advisory firm - (4/18/2022 Terminated)
Louisiana
Registered Investment Advisory firm - (3/29/2022 Terminated)
North Carolina
Registered Investment Advisory firm - (4/1/2022 Terminated)
Texas
Registered Investment Advisory firm - (3/28/2022 Terminated)
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Contact information

Main Address
2631 Nw 41st Street Suite E2, Gainesville, FL 32606
Mailing Address
Phone number
(352) 221-9300
Established
Firm type
Fiscal year end
# of Employees
6

SEC notice filing (5 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

TOGETHER PLANNING ADV 2A BROCHURE (3/27/2025)

Regulatory assets under management

Total Number of Accounts552
AUM (Assets Under Management)$ 156,793,735

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

TOGETHER PLANNING

TOGETHER PLANNING

CRD#: 175341

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