Total Financial Planning, LLC
Firm details
- Headquarters
- ,
- CRD number
- 286588
- Custodians
- ALTRUIST FINANCIAL LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for IndividualsPublication of PeriodicalsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Total Financial Planning, LLC is an independent, individual-owned registered investment adviser that serves individual and family clients. The firm provides financial planning and portfolio management for individuals and small businesses and supplements those services with educational seminars, workshops, and periodic publications. Its fee arrangements include percentage-of-assets-under-management, hourly charges, and fixed fees. The firm is not positioned as a capital allocator, does not identify as an active ESG investor, and is not described as a multi-state or newly formed adviser.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Private Funds93%
- Exchange Traded Equities5%
- Cash & Cash Equivalents2%
Contacts
1 of 1
Alexis Hongamen
Founder & PrincipalCRD 6755804
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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