AdvisorOS Directory
Claim Profile
Unclaimed Profile
WT

William Richard Tomes

TOTAL WEALTH PLANNING AND MANAGEMENT, INC.·PONTE VEDRA BEACH, Florida
Series 9, Series 10, Series 7, Series 6, Series 65, Series 63CFPClean recordTOTAL WEALTH PLANNING AND MANAGEMENT, INC.
816 A1A NORTH, PONTE VEDRA BEACH, FL 32082CRD# 2300545Firm CRD# 166664

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
William Richard Tomes · PONTE VEDRA BEACH, FL
Registration
CRD #2300545 · TOTAL WEALTH PLANNING AND MANAGEMENT, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

William Richard 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
Introduction

Speak with William

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if William is the right fit? Take our 2-minute quiz →

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# 2300545
Firm CRD# 166664
View on FINRA BrokerCheck →

Looking for a financial advisor in PONTE VEDRA BEACH?

Browse all registered financial advisors in PONTE VEDRA BEACH, Florida or claim this profile if it's yours.

Browse PONTE VEDRA BEACH AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does William Richard Tomes offer?
William Richard Tomes specializes in Financial Planning, Investment Management. Contact their office in PONTE VEDRA BEACH, Florida for a consultation.
What are William Richard Tomes's credentials?
William Richard Tomes holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is William Richard Tomes located?
William Richard 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 William Richard Tomes charge for services?
William Richard 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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at TOTAL WEALTH PLANNING AND MANAGEMENT, INC.

Kimberly Tomes
PONTE VEDRA BEACH, FL

More Advisors in PONTE VEDRA BEACH, Florida

Daryle V. Scott
VISTA FINANCIAL ADVISORS, INC.·PONTE VEDRA BEACH, FL
Alexander Robert Potenza
SKYVIEW FINANCIAL GROUP, LLC·PONTE VEDRA BEACH, FL
Alicia Dator
SAWGRASS ASSET MANAGEMENT LLC·PONTE VEDRA BEACH, FL
Allan Abraham Cohen
BUTENSKY & COHEN FINANCIAL SECURITY INC·PONTE VEDRA BEACH, FL
Brian Kent Monroe
SAWGRASS ASSET MANAGEMENT LLC·PONTE VEDRA BEACH, FL
Celeste Robinson Beale
CHARLES D. HYMAN & COMPANY·PONTE VEDRA BEACH, FL

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Florida
MIAMI (1221)TAMPA (396)BOCA RATON (391)CORAL GABLES (291)WEST PALM BEACH (251)NAPLES (220)PALM BEACH GARDENS (181)ORLANDO (174)SARASOTA (172)JACKSONVILLE (170)
City Guides
MIAMI GuideTAMPA GuideBOCA RATON GuideCORAL GABLES GuideWEST PALM BEACH Guide
Research
Advisor Fees in FloridaNational Fee Analysis
Request removal of this profile