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David Dean Wilder

TOTAL WEALTH PLANNING, LLC·CINCINNATI, Ohio
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4665 CORNELL RD., CINCINNATI, OH 45241CRD# 2063597Firm CRD# 174434
01

About

David Dean Wilder is a registered financial advisor based in CINCINNATI, Ohio, affiliated with TOTAL WEALTH PLANNING, LLC. 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
03

Firm Overview

Firm
TOTAL WEALTH PLANNING, LLC
TOTAL WEALTH PLANNING, LLC
AUM
$1.1B
Regulatory assets under management
Employees
17
Total firm employees
View all advisors at TOTAL WEALTH PLANNING, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2063597
Firm CRD# 174434
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does David Dean Wilder offer?
David Dean Wilder specializes in Financial Planning, Investment Management. Contact their office in CINCINNATI, Ohio for a consultation.
What are David Dean Wilder's credentials?
David Dean Wilder is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Dean Wilder located?
David Dean Wilder is based in CINCINNATI, Ohio, working with TOTAL WEALTH PLANNING, LLC. Their office serves clients in the CINCINNATI metropolitan area and surrounding communities.
How does David Dean Wilder charge for services?
David Dean Wilder's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is TOTAL WEALTH PLANNING, LLC?
TOTAL WEALTH PLANNING, LLC has approximately 17 employees and manages $1.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at TOTAL WEALTH PLANNING, LLC

Robert Joseph Lemmons
CINCINNATI, OH
Robert Norman Siegmann
CINCINNATI, OH

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