Total Wealth Planning, LLC

Wealth Management Firm in Blue Ash, OH

Firm Info
Address: 4665 Cornell Rd # 160, Cincinnati, OH 45241, USA
Phone: (513) 984-6696

Firm Size
Assets Under Management: $815.7 million
# of Advisors: 11
# of Clients: 1,931
Client to Advisor Ratio: 176:1
Average Account Size: $422,430
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Pension Consulting Services

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth

  • Charitable Organizations
  • Corporations or Other Businesses Not Listed Above

Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Hourly
  • Fixed Fees (Other than subscription)

Get Connected with a Financial Advisor

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Total Wealth Planning, LLC Overview

Total Wealth Planning, LLC is a registered Investment Advisory firm located in Cincinnati, OH that has been providing its services since 2015. Their fee arrangement is fee-only, meaning the firm is compensated solely by advisory fees paid by clients. The firm specializes in investment advice only and offers services such as financial planning, portfolio management for individuals and small businesses, and pension consulting services. Through their financial planning services, Total Wealth Planning aims to help clients achieve their financial goals by guiding them through the complex process of managing their wealth. They provide personalized financial plans that are tailored to each client's specific needs and goals. Their portfolio management services help clients build and manage their investment portfolios to maximize returns while minimizing risks. The firm offers investment management services that focus on a long-term, diversified investment strategy designed to meet client's objectives. Total Wealth Planning's pension consulting services provide advice and guidance to small businesses on how to set up and manage a company-sponsored defined benefit or contribution plan. They help clients navigate the complex regulations surrounding these plans and provide objective advice on investment options, plan design, and administration. Overall, Total Wealth Planning is committed to helping clients achieve their financial goals through customized, comprehensive, and strategic planning and investment management solutions.

TOTAL WEALTH PLANNING, LLC serves a diverse range of clients, including individuals, high net worth individuals, charitable organizations, and various types of corporations not listed. The firm's commitment to understanding each client's unique financial situation and tailoring their services accordingly ensures that they offer comprehensive financial planning solutions to meet the needs of clients across different sectors. To provide flexibility for clients, TOTAL WEALTH PLANNING, LLC offers three fee structures depending on the type of service provided. Firstly, for asset management services, the firm charges a percentage of the client's assets under management (AUM). This allows them to be incentivized based on the success of their investment management strategies. Secondly, for clients seeking ad-hoc financial advice, the firm offers hourly billing which allows brief consultation on essential financial issues. Lastly, for clients seeking more comprehensive financial planning services, the firm offers fixed fees for specific services, based upon the scope of work. These fee structures provide clients with the flexibility they need to ensure that they pay for the services they can afford and for the level of service they require.

Typical Clients, Fee Structures & Investment Minimum

Total Wealth Planning, LLC's Part 2 Brochure notes that different investment plans require different minimum fees. The Wealth Foundation Plan requires a minimum quarterly fee of $750 and is recommended for clients with greater than $250,000 in investable assets, while the Wealth Advancement Plan requires a minimum quarterly fee of $2,250 and is recommended for clients with greater than $750,000 in investable assets. The Wealth Legacy Plan requires a minimum quarterly fee of $5,000 and is recommended for clients with greater than $2,000,000 in investable assets. However, it is only the Flexible Portfolio Management offering that mentions an investment minimum, with a minimum annual fee of $600 suggested for prospective clients with greater than $50,000 in investable assets.

How This Office Can Help Blue Ash, OH Residents

Total Wealth Planning, LLC is committed to helping clients in Blue Ash, OH achieve their financial goals. They specialize in providing comprehensive financial planning services that can help individuals and families make informed decisions about their financial future. Whether you are just starting out in your career, preparing for retirement, or dealing with complex financial situations, Total Wealth Planning, LLC offers personalized guidance that can help you tackle the challenges ahead. One of the biggest financial challenges facing people in Blue Ash, OH is saving for retirement. With the rising cost of living and an uncertain economy, many individuals may feel overwhelmed and unsure of how much they need to save to meet their retirement goals. Total Wealth Planning, LLC provides retirement planning services that can help clients develop a customized financial plan based on their unique needs and goals. They can help calculate how much you will need to save for retirement, recommend investment strategies, and provide ongoing guidance to ensure your retirement plan stays on track. Additionally, the firm offers services for estate planning, investment management, insurance, tax planning, and more to help clients build and preserve wealth for their future.

To view the Minimum Investment and Fee Schedule for Total Wealth Planning, LLC, visit their Part 2 Brochure.

Services Offered by Total Wealth Planning, LLC

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Total Wealth Planning, LLC most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Hourly
Fixed Fees (Other than subscription)
Unavailable
Subscription (Newsletter or Periodical)
Commissions
Performance-based Fees
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 4665 Cornell Rd # 160, Cincinnati, OH 45241, USA
Phone (513) 984-6696
Directions
Google My Business Reviews:
5 Stars

Other Office Locations

This firm has no other locations.

State Registrations

Total Wealth Planning, LLC is registered to service clients in the following states:

  • California
  • Colorado
  • Florida
  • Georgia
  • Illinois
  • Indiana
  • Kentucky
  • North Carolina
  • Ohio
  • South Carolina
  • Tennessee
  • Texas

Disciplinary History

Total Wealth Planning, LLC does not have any disclosures. Please visit it's Form ADV for more details.

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