John Abernethy (CFP®, MSPFP)
John Abernethy focuses in the
following client markets or areas of practice:
- AUM
- Baby Boomers
- Hourly
- Investment Advice without Ongoing Management
- Novice Investors
- Retirement Plan Investment Advice
- AUM
- Baby Boomers
- Hourly
- Investment Advice without Ongoing Management
- Novice Investors
- Retirement Plan Investment Advice
Planning Specialties
John is passionate about helping current and aspiring DIY investors build wealth and achieve their financial goals on their journey to becoming Everyday Millionaires.
He offers a wide range of services, including investing, tax planning, insurance analysis, cash and debt management, employee benefits, education planning, and estate planning. John works with clients on an hourly, as-needed basis, charging $270 per hour. Most comprehensive financial plans take between 10 to 20 hours to complete, though some engagements may require as few as one or two hours.
John’s planning process begins with a complimentary introductory call to determine if there’s a mutual fit for your financial planning needs. After this call, he provides a firm quote based on the specifics of your situation. You can easily schedule this call by visiting www.togetherplanning.com.
Additional Information
After earning a degree in History from the University of Florida, John joined the Together Planning team in 2019 as a financial planning assistant. He then earned the CERTIFIED FINANCIAL PLANNER™ designation and completed a Master’s degree in Personal Financial Planning through Kansas State University in 2024.
In 2021, John left Together Planning to follow his wife to UNC-Chapel Hill. He gained valuable experience working at Vanguard and a small, fee-only financial planning firm in Durham, NC, before returning to Gainesville and rejoining Together Planning in 2024 as the Director of Financial Planning.
Outside of work, John enjoys spending time with friends and family, cheering on his Florida Gators, and hiking with his wife in the Blue Ridge Mountains.
NAPFA Start Date
August 01, 2024
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