Total Wealth Planning, LLC

Total Wealth Planning, LLC (CRD# 174434) is a financial advisory firm headquartered in Cincinnati, OH. They manage $359,590,000 in 1,444 accounts and serve the financial needs of clients across 8 states (or territories).

By the Numbers
  • Total Assets Under Management
    360
    MILLION
  • Total Number of Accounts
    1,444
    ACCOUNTS
  • Average Account Value
    $249,024
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • 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.

CA, FL, IL, IN, KY, OH, TN, TX

Financial Advisors at Total Wealth Planning, LLC
Showing 1 - 7 of 7 top financial advisors.
1
Robert J. Lemmons
CRD#: 4105906
4665 Cornell Rd., Ste. 160, Cincinnati, OH 45241
96
Wealthminder
score

Robert Lemmons (CRD# 4105906) is an Investment Advisor Representative working at Total Wealth Planning, LLC in Cincinnati, OH and has over 17 years of experience in the finance industry. Robert Lemmons 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.

2
David D. Wilder
CRD#: 2063597
4665 Cornell Rd., Ste. 160, Cincinnati, OH 45241
96
Wealthminder
score

David Wilder (CRD# 2063597) is an Investment Advisor Representative working at Total Wealth Planning, LLC in Cincinnati, OH and has over 23 years of experience in the finance industry. David Wilder 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.

3
Robert N. Siegmann
CRD#: 3061599
4665 Cornell Rd., Ste. 160, Cincinnati, OH 45241
93
Wealthminder
score

Robert Siegmann (CRD# 3061599) is an Investment Advisor Representative working at Total Wealth Planning, LLC in Cincinnati, OH and has over 8 years of experience in the finance industry.

4
Joel A. Musser
CRD#: 5354239
4665 Cornell Rd., Ste. 160, Cincinnati, OH 45241
91
Wealthminder
score

Joel Musser (CRD# 5354239) is an Investment Advisor Representative working at Total Wealth Planning, LLC in Cincinnati, OH and has over 2 years of experience in the finance industry. Joel Musser 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.

5
Jonathan W. Andre
CRD#: 5767879
4665 Cornell Rd., Ste. 160, Cincinnati, OH 45241
90
Wealthminder
score

Jonathan Andre (CRD# 5767879) is an Investment Advisor Representative working at Total Wealth Planning, LLC in Cincinnati, OH and has 1 year of experience in the finance industry. Jonathan Andre 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.

6
Christina A. Smith
CRD#: 6238790
4665 Cornell Rd., Ste. 160, Cincinnati, OH 45241
89
Wealthminder
score

Christina Smith (CRD# 6238790) is an Investment Advisor Representative working at Total Wealth Planning, LLC in Cincinnati, OH and has over 4 years of experience in the finance industry.

7
Kelly M. Boone
CRD#: 6635534
4665 Cornell Rd., Ste. 160, Cincinnati, OH 45241
87
Wealthminder
score

Kelly Boone (CRD# 6635534) is an Investment Advisor Representative working at Total Wealth Planning, LLC in Cincinnati, OH and has over 2 years of experience in the finance industry.

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Disclosure
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.