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
100
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.

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

2
Suzanne C. Pederson
CRD#: 2266347
80 South Eighth Street, Suite 4900, Minneapolis, MN 55402
100
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 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.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.