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 11 - 12 of 12 top financial advisors.
11
Micah Peterson, financial advisor Cincinnati OH
Micah G. Peterson
CRD#: 7740529
4665 Cornell Rd., Ste. 160, Cincinnati, OH 45241

Micah Peterson (CRD# 7740529) is an Investment Advisor Representative working at Total Wealth Planning, LLC in Cincinnati, OH and has 1 year of experience in the finance industry.

12
Holden Varvel, financial advisor Cincinnati OH
Holden P. Varvel
CRD#: 7309090
4665 Cornell Rd., Ste. 160, Cincinnati, OH 45241

Holden Varvel (CRD# 7309090) 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.

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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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