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 $178,332,651 in 1,207 accounts and serve the financial needs of clients across 8 states (or territories).
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Total Assets Under Management178MILLION
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Total Number of Accounts1,207ACCOUNTS
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Average Account Value$147,749
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
FL, GA, NH, NJ, NY, OK, PA, TX
John Burke (CRD# 35780) is an Investment Advisor Representative working at Total Wealth Planning And Management, Inc. in Ponte Vedra, FL and has over 36 years of experience in the finance industry.
Craig Meldahl (CRD# 331504) is an Investment Advisor Representative working at Total Wealth Planning And Management, Inc. in Longboat Key, FL and has over 36 years of experience in the finance industry.
Kim Mortensen (CRD# 4733622) is an Investment Advisor Representative working at Total Wealth Planning And Management, Inc. in Ponte Vedra, FL and has over 20 years of experience in the finance industry.
Samuel Munhollon (CRD# 813056) is an Investment Advisor Representative working at Total Wealth Planning And Management, Inc. in Oklahoma City, OK and has over 43 years of experience in the finance industry.
Nancy Overton (CRD# 354496) is an Investment Advisor Representative working at Total Wealth Planning And Management, Inc. in Ponte Vedra, FL and has over 41 years of experience in the finance industry.
Janelle Skelton (CRD# 1965022) is an Investment Advisor Representative working at Total Wealth Planning And Management, Inc. in Ponte Vedra, FL and has over 34 years of experience in the finance industry.
William Tomes (CRD# 2300545) is an Investment Advisor Representative working at Total Wealth Planning And Management, Inc. in Ponte Vedra, FL and has over 26 years of experience in the finance industry.
Reid Winder (CRD# 3000701) is an Investment Advisor Representative working at Total Wealth Planning And Management, Inc. in Palmetto, FL and has over 26 years of experience in the finance industry.