TOTAL WEALTH PLANNING AND MANAGEMENT, INC.

2 registered advisors·CRD# 166664
SEC# 801-1131678(866) 568-0003
01

Firm Overview

AUM
$178M
Regulatory assets under management
Employees
9
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: SELECTION OF OTHER ADVISERS FEES
03

Specialties

Financial PlanningInvestment Management
04

Advisors at TOTAL WEALTH PLANNING AND MANAGEMENT, INC.

2 registered advisors
Kimberly Tomes
PONTE VEDRA BEACH, Florida
William Richard Tomes
PONTE VEDRA BEACH, Florida
CFP
05

Office Locations

PONTE VEDRA BEACH, Florida
2 advisors

Research financial advisors

Browse all registered financial advisors or search by location and specialty.

Browse All Advisors
Data sourced from SEC Form ADV filings. TOTAL WEALTH PLANNING AND MANAGEMENT, INC. (CRD# 166664) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.