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).

Current Firm Details
4665 Cornell Rd., Ste. 160, Cincinnati, OH 45241
https://twitter.com/totalwealthoh
By the Numbers
  • Total Assets Under Management
    1,055
    MILLION
  • Total Number of Accounts
    2,642
    ACCOUNTS
  • Average Account Value
    $399,454
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
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CO, FL, GA, IL, IN, KY, NC, OH, SC, TN, TX

Financial Advisors at Total Wealth Planning, LLC
Showing 1 - 10 of 12 top financial advisors.
1
Christopher Allen, financial advisor Cincinnati OH
Christopher C. Allen
CRD#: 6708205
4665 Cornell Rd., Ste. 160, Cincinnati, OH 45241

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.

2
Jonathan Andre, financial advisor Cincinnati OH
Jonathan W. Andre
CRD#: 5767879
4665 Cornell Rd., Ste. 160, Cincinnati, OH 45241

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.

3
Robert Lemmons, financial advisor Cincinnati OH
Robert J. Lemmons
CRD#: 4105906
4665 Cornell Rd., Ste. 160, Cincinnati, OH 45241

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.

4
Charles Liles, financial advisor Carmel IN
Charles A. Liles
CRD#: 2725676
11495 N Pennsylvania St., Suite 236, Carmel, IN 46032

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.

5
Joel Musser, financial advisor Cincinnati OH
Joel A. Musser
CRD#: 5354239
4665 Cornell Rd., Ste. 160, Cincinnati, OH 45241

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.

6
Robert Siegmann, financial advisor Cincinnati OH
Robert N. Siegmann
CRD#: 3061599
4665 Cornell Rd., Ste. 160, Cincinnati, OH 45241

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.

7
Marc Wambaugh, financial advisor Cincinnati OH
Marc J. Wambaugh
CRD#: 2988910
4665 Cornell Rd., Ste. 160, Cincinnati, OH 45241

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.

8
David Wilder, financial advisor Cincinnati OH
David D. Wilder
CRD#: 2063597
4665 Cornell Rd., Ste. 160, Cincinnati, OH 45241

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.

9
Amelia West, financial advisor Carmel IN
Amelia A. West
CRD#: 4858175
11495 North Pennsylvania Street, Suite 235, Carmel, IN 46032

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.

10
Justin Clapp, financial advisor Carmel IN
Justin P. Clapp
CRD#: 7205712
11495 N Pennsylvania St., Suite 236, Carmel, IN 46032

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.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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