Total Wealth Planning And Management, Inc.

Total Wealth Planning And Management, Inc. (CRD# 166664) is a financial advisory firm headquartered in Ponte Vedra Beach, FL. They manage $103,220,077 in 616 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    103
    MILLION
  • Total Number of Accounts
    616
    ACCOUNTS
  • Average Account Value
    $167,565
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
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.

CA, FL, NJ, NY, PA, TX

Financial Advisors at Total Wealth Planning And Management, Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Kim T. Mortensen
CRD#: 4733622
822 A1a North, Suite 310, Ponte Vedra Beach, FL 32082
93
Wealthminder
score

Kim Mortensen (CRD# 4733622) is an Investment Advisor Representative working at Total Wealth Planning And Management, Inc. in Ponte Vedra Beach, FL and has over 14 years of experience in the finance industry.

2
Alexander R. Potenza
CRD#: 2566483
822 A1a North, Suite 310, Ponte Vedra Beach, FL 32082
93
Wealthminder
score

Alexander Potenza (CRD# 2566483) is an Investment Advisor Representative working at Total Wealth Planning And Management, Inc. in Ponte Vedra Beach, FL and has over 23 years of experience in the finance industry.

3
William R. Tomes
CRD#: 2300545
822 A1a North, Suite 310, Ponte Vedra Beach, FL 32082
86
Wealthminder
score

William Tomes (CRD# 2300545) is an Investment Advisor Representative working at Total Wealth Planning And Management, Inc. in Ponte Vedra Beach, FL and has over 21 years of experience in the finance industry. William Tomes 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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.