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 16 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 22 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 7 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 1 year 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 3 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 1 year of experience in the finance industry.

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