A complete list of active advisors currently associated with Total Wealth Planning and Management, Inc.

Warmer can help you find a great advisor at Total Wealth Planning and Management, Inc. or one who fits your needs even better.

Total Wealth Planning and Management provides financial planning and portfolio management to individuals (including high-net-worth clients) as well as pension plans, trusts, and estates. The firm offers ongoing discretionary asset management alongside one-time and a la carte planning and educational consultations designed to give people with smaller account balances or debt access to advice. TWPM implements long-term trading strategies and uses a mix of fundamental, technical, charting, and cyclical analysis to construct portfolios composed of mutual funds, equities, bonds, ETFs and other instruments. It custodys accounts primarily at Raymond James (including the Independent Clearing Account platform), follows a multi-step planning process tied to each client’s investment policy statement, and may engage sub-advisers for certain mandates. Distinctive features relative to many team firms include operating from seven offices and sponsoring a wrap-fee program (with a separate wrap brochure for participants). TWPM also formally offers educational consulting and workshops as part of its service menu, provides one-time fixed-fee planning options to broaden access, and discloses that ICA accounts will be treated like wrap accounts for regulatory purposes.

To learn more about the advisors currently working at Total Wealth Planning and Management, Inc., 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.