Total Wealth Planning, LLC
Total Wealth Planning, LLC (CRD# 174434) is a financial advisory firm headquartered in Cincinnati, OH. They manage $1,055,357,153 in 2,642 accounts and serve the financial needs of clients across 12 states (or territories).
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Total Assets Under Management1,055MILLION
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Total Number of Accounts2,642ACCOUNTS
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Average Account Value$399,454
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
CA, CO, FL, GA, IL, IN, KY, NC, OH, SC, TN, TX
Christopher Allen (CRD# 6708205) is an Investment Advisor Representative working at Total Wealth Planning, LLC in Cincinnati, OH and has over 7 years of experience in the finance industry.
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.
Robert Lemmons (CRD# 4105906) 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.
Charles Liles (CRD# 2725676) is an Investment Advisor Representative working at Total Wealth Planning, LLC in Carmel, IN and has over 27 years of experience in the finance industry.
Joel Musser (CRD# 5354239) is an Investment Advisor Representative working at Total Wealth Planning, LLC in Cincinnati, OH and has over 9 years of experience in the finance industry.
Robert Siegmann (CRD# 3061599) is an Investment Advisor Representative working at Total Wealth Planning, LLC in Cincinnati, OH and has over 14 years of experience in the finance industry.
Marc Wambaugh (CRD# 2988910) is an Investment Advisor Representative working at Total Wealth Planning, LLC in Cincinnati, OH and has over 24 years of experience in the finance industry.
David Wilder (CRD# 2063597) is an Investment Advisor Representative working at Total Wealth Planning, LLC in Cincinnati, OH and has over 30 years of experience in the finance industry.
Amelia West (CRD# 4858175) is an Investment Advisor Representative working at Total Wealth Planning, LLC in Carmel, IN and has over 19 years of experience in the finance industry.
Justin Clapp (CRD# 7205712) is an Investment Advisor Representative working at Total Wealth Planning, LLC in Carmel, IN and has over 3 years of experience in the finance industry.