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Total Wealth Planning, LLC logo — Independent and comprehensive fee-only wealth planning firm...

Total Wealth Planning, LLC

Independent and comprehensive fee-only wealth planning firm since 1989.

Founded 1989 United States Cincinnati, United States 24 employees Finance, Financial Services +1

General Information

Company Name Total Wealth Planning, LLC
Founded Year 1989
Location United States Cincinnati, United States +1
Employees 24
Industries Finance, Financial Services, Wealth Management
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About Total Wealth Planning, LLC

Total Wealth Planning, LLC has been an independent and comprehensive fee-only wealth planning firm since 1989, emphasizing a holistic approach to financial management. Their distinctiveness lies in offering a comprehensive view of clients' financial lives, assisting in personal decision-making, and financial security. As per their registration with the SEC, the firm's team of 19 professionals serves 735 client households with approximately $1.20 billion of assets under management as of September 30, 2024. Moreover, the company recently expanded its reach by joining forces with Howell Financial Advisors and establishing a second Total Wealth Planning office in Carmel, IN, successfully acquiring Charles Liles and Associates. With a focus on Finance, Financial Services, and Wealth Management, Total Wealth Planning, LLC continues to strengthen its position as a leading player in the wealth planning industry.

Taxonomy: Wealth Planning, Financial Management, Investment Advisory, Tax Planning, Retirement Planning, Small Business Advisory, Executive Compensation, Financial Security, Life Planning, Financial Decision Making, Comprehensive Financial Planning, SEC Registration, Acquisitions, Business Expansion

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FAQ About Total Wealth Planning, LLC

Independent and comprehensive fee-only wealth planning firm since 1989.
Total Wealth Planning, LLC was founded in 1989.
Total Wealth Planning, LLC is headquartered in Cincinnati, United States.
Total Wealth Planning, LLC operates in the following industries: Finance, Financial Services, Wealth Management.
Total Wealth Planning, LLC has approximately 24 employees.
Top alternatives and competitors to Total Wealth Planning, LLC include Apogee Financial Partners, Pyrmont Wealth, Custodia Financial Services, Aureus Financial, Henwood Court Financial Planning Limited. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
Total Wealth Planning, LLC and Apogee Financial Partners are both companies in similar industries. Compare their funding, team size, growth signals, and market position on Bounce Watch to see which one fits your needs.

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