A complete list of active advisors currently associated with Total Financial Planning, LLC
Warmer can help you find a great advisor at Total Financial Planning, LLC or one who fits your needs even better.
Total Financial Planning, LLC provides investment management and financial planning primarily for individual clients, offering ongoing discretionary portfolio management and written financial plans. The firm also advises on college‑planning and regularly provides educational programming such as workshops, webinars and classes related to paying for higher education. Investment decisions are guided by a client‑specific Investment Policy Statement and a mix of analytical methods, including fundamental, quantitative, technical/charting analysis and modern portfolio theory, implemented across long‑ and short‑term strategies. The firm may employ options strategies (including covered and uncovered positions) and typically seeks discretionary authority to execute trades; clients are required to use a designated broker‑dealer/custodian for execution. Noteworthy aspects include a small client roster with roughly $2.5 million in discretionary assets under management and an in‑house model that does not select third‑party advisers, along with fixed‑fee offerings for financial plans and standalone college‑planning education. The firm’s principal maintains employment as a project engineer at a federal space agency and the brochure discloses the potential receipt of research or other soft‑dollar benefits from custodians.
To learn more about the advisors currently working at Total Financial Planning, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Orlando, FL
| 9
|
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