Oklahoma City, OK Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total Wealth Planning and Management, Inc.
Team
Firm-wide stats for Total Wealth Planning and Management, Inc.
About
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.
Expertise
Location
3030 NW Expressway, Suite 865
Oklahoma City OK 73112
Advisors at this office
2
Advisors at this office
Janelle S
CFP®, Series 63, Series 65
Oklahoma City, OK
Total Wealth Planning and Management, Inc.
Janelle Skelton is a CFP® professional with 36 years of industry experience, currently serving at Total Wealth Planning and Management, Inc. since 2021. She previously worked at Hilltop Securities, Inc. for 17 years and has involvement in a family landscaping business in Oklahoma City. Total Wealth Planning and Management, Inc. provides investment management and financial planning services to individuals, including high-net-worth clients, as well as pension plans, trusts, and estates. The firm employs a long-term trading approach supported by multiple analysis methods and offers both traditional and electronic advisory platforms.
Samuel M
Series 63, Series 66
Oklahoma City, OK
Total Wealth Planning and Management, Inc.
Samuel Munhollon is a financial advisor with Total Wealth Planning and Management, Inc. in Oklahoma City, holding Series 63 and Series 66 licenses and bringing 50 years of industry experience. His prior experience includes roles at Hilltop Securities, Inc. and Cabot Lodge Securities LLC. Outside of his advisory work, Munhollon is active in wildlife conservation and community organizations, serving on the board of the Oklahoma Station Chapter Safari Club International and participating in the Oklahoma Wildlife Management Association and the Lt. Governor's Invitational Turkey Hunt Committee. Total Wealth Planning and Management, Inc. provides investment management and financial planning services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, and estates. The firm employs a long-term trading approach supported by multiple analysis methods and offers both traditional and electronic advisory delivery platforms.
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