Total Wealth Advisors, LLC

Total Wealth Advisors, LLC (CRD# 164633) is a financial advisory firm headquartered in Minneapolis, MN. They manage $60,650,307 in 79 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    61
    MILLION
  • Total Number of Accounts
    79
    ACCOUNTS
  • Average Account Value
    $767,725
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

MN

Financial Advisors at Total Wealth Advisors, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Paul J. McCoy
CRD#: 2317297
80 South Eighth Street, Suite 4900, Minneapolis, MN 55402
93
Wealthminder
score

Paul McCoy (CRD# 2317297) is an Investment Advisor Representative working at Total Wealth Advisors, LLC in Minneapolis, MN and has over 23 years of experience in the finance industry.

2
Suzanne C. Pederson
CRD#: 2266347
80 South Eighth Street, Suite 4900, Minneapolis, MN 55402
93
Wealthminder
score

Suzanne Pederson (CRD# 2266347) is an Investment Advisor Representative working at Total Wealth Advisors, LLC in Minneapolis, MN and has over 24 years of experience in the finance industry.

3
Andreas J. Scott
CRD#: 5895858
80 South Eighth Street, Suite 4900, Minneapolis, MN 55402
93
Wealthminder
score

Andreas Scott (CRD# 5895858) is an Investment Advisor Representative working at Total Wealth Advisors, LLC in Minneapolis, MN and has over 5 years of experience in the finance industry. Andreas Scott has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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