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Kimberly Tomes

TOTAL WEALTH PLANNING AND MANAGEMENT, INC.·PONTE VEDRA BEACH, Florida
Unclaimed Profile
816 A1A NORTH, PONTE VEDRA BEACH, FL 32082CRD# 6033741Firm CRD# 166664
01

About

Kimberly Tomes is a registered financial advisor based in PONTE VEDRA BEACH, Florida, affiliated with TOTAL WEALTH PLANNING AND MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
TOTAL WEALTH PLANNING AND MANAGEMENT, INC.
TOTAL WEALTH PLANNING AND MANAGEMENT, INC.
AUM
$178M
Regulatory assets under management
Employees
9
Total firm employees
View all advisors at TOTAL WEALTH PLANNING AND MANAGEMENT, INC. →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: SELECTION OF OTHER ADVISERS FEES
Regulatory
SEC/IARD CRD# 6033741
Firm CRD# 166664
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Kimberly Tomes offer?
Kimberly Tomes specializes in Financial Planning, Investment Management. Contact their office in PONTE VEDRA BEACH, Florida for a consultation.
What are Kimberly Tomes's credentials?
Kimberly Tomes is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kimberly Tomes located?
Kimberly Tomes is based in PONTE VEDRA BEACH, Florida, working with TOTAL WEALTH PLANNING AND MANAGEMENT, INC.. Their office serves clients in the PONTE VEDRA BEACH metropolitan area and surrounding communities.
How does Kimberly Tomes charge for services?
Kimberly Tomes's firm is compensated through percentage of aum, hourly charges, subscription fees, other: selection of other advisers fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is TOTAL WEALTH PLANNING AND MANAGEMENT, INC.?
TOTAL WEALTH PLANNING AND MANAGEMENT, INC. has approximately 9 employees and manages $178M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in PONTE VEDRA BEACH
William Richard Tomes — TOTAL WEALTH PLANNING AND MANAGEMENT, INC.William Matthew Daugherty — WMD ASSET MANAGEMENT, LLCDennis Edward Carlton — WMD ASSET MANAGEMENT, LLCDavid James Vigil — VIGIL WEALTH MANAGEMENT, LLCFrank Borden Hanes — BOWEN, HANES & CO INC
Nearby cities in Florida
MIAMI (1221)TAMPA (396)BOCA RATON (391)CORAL GABLES (291)WEST PALM BEACH (251)
City Guides
MIAMI GuideTAMPA GuideBOCA RATON GuideCORAL GABLES GuideWEST PALM BEACH Guide
Research
Advisor Fees in FloridaNational Fee Analysis
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