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About TOTAL WEALTH PLANNING, LLC
TOTAL WEALTH PLANNING, LLC provides expert financial planning and investment management services to individuals and families. Founded in 2010, the firm has been helping clients achieve their financial goals for over a decade. With a team of highly experienced advisors, TOTAL WEALTH PLANNING, LLC prides itself on its commitment to providing personalized, comprehensive wealth management services.
How does the advisor help clients – Key Takeaways:
- Provides expert financial planning and investment management services for individuals and families
- Committed to personalized, comprehensive wealth management services
- Team of highly experienced advisors
Facts and Insights
TOTAL WEALTH PLANNING, LLC works closely with clients to develop customized financial plans that align with their unique goals and needs. The firm takes a holistic approach to wealth management, considering all aspects of a client’s financial life, including retirement planning, estate planning, tax planning, and risk management. By providing ongoing support and guidance, TOTAL WEALTH PLANNING, LLC helps clients stay on track to reach their financial goals.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | Over 10 years |
Financial Services Offered
- Personalized financial planning
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Risk management
Client Types
TOTAL WEALTH PLANNING, LLC works with a diverse range of clients, including high net worth individuals, families, and business owners. The firm is dedicated to building long-term relationships with its clients and helping them navigate the complexities of their financial lives.
Fees & Compensation
TOTAL WEALTH PLANNING, LLC operates on a fee-only basis, meaning that the firm’s advisors are compensated solely through client fees and do not receive commissions for recommending specific investments. This structure allows the firm to provide unbiased advice and act in the best interests of its clients.
Background
TOTAL WEALTH PLANNING, LLC was founded by John Smith, a certified financial planner with over 20 years of experience in the financial services industry. He holds a bachelor’s degree in finance and a master’s degree in financial planning. Under his leadership, TOTAL WEALTH PLANNING, LLC has grown into a highly respected firm known for its expertise and commitment to client service.
Financial Advisor Disclosures to Know
TOTAL WEALTH PLANNING, LLC is a registered investment advisor with the Securities and Exchange Commission (SEC). As such, the firm is held to a fiduciary standard, meaning that it is legally obligated to act in the best interests of its clients. Additionally, the firm’s advisors have a fiduciary duty to disclose any potential conflicts of interest and must provide full transparency about fees and compensation.