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 serves individual and trust clients with ongoing portfolio management and standalone financial planning, including college‑planning guidance. The firm provides written Investment Policy Statements and offers educational programming such as workshops, webinars and classes on college‑related topics in addition to one‑time financial plans. TFP generally manages client accounts on a discretionary basis and documents clients’ goals, risk tolerance and asset allocation for regular portfolio monitoring. Its investment process draws on a broad set of analytic methods — including fundamental, technical, quantitative, charting and modern portfolio theory — and employs long‑ and short‑term trading as well as options strategies. Noteworthy aspects include a very small client roster (roughly nine clients) with about $2.5 million in discretionary assets, resulting in a concentrated client–advisor relationship. The firm also requires clients to use a designated broker‑dealer, offers public educational workshops on college planning, and its principal maintains concurrent employment as a project engineer at a federal space agency; the firm’s use of options (including uncovered strategies) is identified as carrying elevated risk.

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
Alexis Hongamen	Orlando, FL	9

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