TOTAL WEALTH PLANNING, LLC

CINCINNATI, Ohio·3 registered advisors·CRD# 174434
SEC# 801-808531513-984-6696
01

Firm Overview

AUM
$1.1B
Regulatory assets under management
Employees
17
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at TOTAL WEALTH PLANNING, LLC

3 registered advisors
David Dean Wilder
CINCINNATI, Ohio
Robert Joseph Lemmons
CINCINNATI, Ohio
Robert Norman Siegmann
CINCINNATI, Ohio
05

Office Locations

CINCINNATI, Ohio
3 advisors

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Data sourced from SEC Form ADV filings. TOTAL WEALTH PLANNING, LLC (CRD# 174434) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.