Total Wealth Planning and Management, Inc.

RIASEC Registered

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, privately held registered investment adviser that registered with the SEC in 2018. The firm serves both individual and family clients as well as institutional accounts and positions itself as a capital allocator, sourcing external managers in addition to managing portfolios directly. Core advisory services include financial planning, portfolio management for individuals and small businesses, manager selection, and educational seminars and workshops. Fee arrangements are flexible and include asset-based fees, hourly billing, fixed fees and other bespoke structures. The firm is not identified as an active ESG investor. In 2020 the firm appeared on Citywire’s "50 Growers Across America" list.