Total Wealth Planning And Management, Inc.

Overview

Total Wealth Planning And Management, Inc. is an independent registered investment adviser that has been SEC-registered since 2018. The firm operates as a corporation owned by an individual and positions itself as a capital allocator for both individual and institutional clients. Its advisory services emphasize comprehensive financial planning, discretionary portfolio management for individuals and small businesses, manager selection, and client education through seminars and workshops. Fee arrangements include percentage-of-AUM billing as well as hourly and fixed fees. The firm does not identify as an active ESG investor and is not listed as a pension consultant or related adviser. It also notes that it performs third-party manager allocations, reflecting a willingness to place client assets with external hedge fund and real-estate managers.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices