A complete list of active advisors currently associated with Total Wealth Partners

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

Total Wealth Partners is a Texas-registered investment adviser that provides discretionary investment management and related advisory services to individuals, high-net-worth individuals, trusts and estates. The two-advisor firm emphasizes customized portfolio construction and ongoing oversight tailored to each client’s goals, risk tolerance and financial circumstances. The firm builds client portfolios from defined “asset bands” that primarily use low-cost ETFs but may also include individual stocks, bonds and options; strategies can include both short-term and long-term holdings and, where appropriate, the use of margin. Total Wealth Partners employs fundamental, technical, cyclical and charting analysis in its investment process and provides clients with periodic reports on holdings, allocations and performance. Compared with many peers, the firm sponsors a wrap-fee program, maintains an affiliation with another registered adviser (Kickpoint Financial) that can refer prospective clients, and discloses and reports performance information to clients. Total Wealth Partners also maintains an institutional relationship with Interactive Brokers and receives related software and support, a practice that the brochure identifies as an economic benefit from its custodian relationship.

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