Total Wealth Planning And Management, Inc.

RIASEC RegisteredEst. 2018

Total AUM

$239M

Discretionary

$237M

99% of AUM

Avg account

$580K

Accounts

412

Employees

Advisory reps

Firm details

Headquarters: ,
CRD number: 166664
Registered since: May 3, 2018
Website: totalwpm.com
Custodians: RAYMOND JAMES & ASSOCIATES, INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Other
Client types: HNWI66.39%
Individuals33.61%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Total Wealth Planning And Management, Inc. is an independent registered investment adviser organized as a corporation and SEC‑registered since 2018. The firm operates as a capital allocator for both individual & family and institutional clients, offering financial planning, discretionary portfolio management for individuals and small businesses, selection of third‑party advisers, and educational seminars and workshops. Its fee model includes AUM fees alongside hourly and fixed fees and other billing arrangements. Total Wealth is not an active ESG investor. The firm received a Citywire mention in 2020 (listed among "50 Growers Across America").