Total Wealth Advisors, LLC
Total Wealth Advisors, LLC (CRD# 164633) is a financial advisory firm headquartered in Minneapolis, MN. They manage $65,644,289 in 242 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management66MILLION
Total Number of Accounts242ACCOUNTS
Average Account Value$271,257
- 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
Anthony Price (CRD# 2679257) is an Investment Advisor Representative working at Total Wealth Advisors, LLC in Minneapolis, MN and has over 20 years of experience in the finance industry.