A complete list of active advisors currently associated with Total Wealth Advisors, LLC

Warmer can help you find a great advisor at Total Wealth Advisors, LLC or one who fits your needs even better.

Total Wealth Advisors, LLC is a small, SEC-registered advisory firm with two advisors managing roughly $107 million for about 69 clients, serving individuals (including high-net-worth clients), pension and profit-sharing plans, and other business entities. The firm provides comprehensive financial planning—offered as fixed-fee plans or a $150/month subscription—and discretionary portfolio management and related services. The firm’s investment approach combines asset allocation and fundamental analysis and it implements client strategies through a set of proprietary blended model portfolios (e.g., Capital Preservation I & II, Balanced I & II, Total Return I & II, Capital Growth I & II, and Equity Growth). Recommended investments include stocks, bonds, mutual funds, ETFs, REITs, options and alternative investments, and the firm typically executes and custody trades through a recommended custodian while offering both discretionary and non-discretionary arrangements. What distinguishes this firm from many peers is that it operates as a wrap fee program sponsor—conducting portfolio management within a bundled-fee structure—and the owners also conduct affiliated insurance activities (life, accident & health, and variable annuities) and may receive commissions for insurance sales, a conflict the brochure discloses. The firm also notes a formal succession arrangement with a larger wealth firm and permits negotiated fee arrangements and householding, which are operational features that set it apart from many other similarly sized advisors.

To learn more about the advisors currently working at Total Wealth Advisors, 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.