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).
Total Assets Under Management61MILLION
Total Number of Accounts79ACCOUNTS
Average Account Value$767,725
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
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.
As a fiduciary, fee-only, Registered Investment Advisory firm, we offer objective advice, not products. We have a solutions-oriented approach for client’s wealth management needs. We strive to provide the highest level of personal service while adhering to the strictest standards of fiduciary excellence. We build trusted, long-term relationships that give our clients an edge in an increasingly complex world.
What Makes Us Different
In this challenging economy, you may be in a complex situation, have never received professional advice, or are just unhappy with the advice from your current financial advisor—it’s not uncommon. Whether you have five thousand or five million dollars, you have money questions. Many have told us that they want to be assisted with their finances but don’t know where to begin.
At Total Wealth Advisors, our goal is to give you complete control of your Total Wealth Picture. We respect the wishes of each client and our mission is to help you create and control your Total Wealth Picture. Often financial advisors focus on one thing like the best product or stock to invest in, our's is to focus on your total financial well-being
Andreas Scott (CRD# 5895858) is an Investment Advisor Representative working at Total Wealth Advisors, LLC in Minneapolis, MN and has over 6 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.