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

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

Total Wealth Services, LLC advises individuals, trusts, estates and charitable organizations on financial planning, consulting and wealth-management services, including portfolio management and the selection of independent sub‑advisors. The firm also facilitates estate-planning document preparation through a third‑party technology provider and offers stand‑alone planning and consulting engagements. TWS follows a manager‑ and style‑agnostic approach, tailoring portfolios to clients’ stated risk tolerance and objectives and typically allocating across equities, bonds, ETFs and alternative investments while engaging Independent Managers to implement strategies. The firm discloses it can recommend private placements (private equity, private funds and private credit) and uses third‑party platforms for access and diligence, and most client accounts are managed on a discretionary basis. The firm is under common control with Total Wealth Group, Inc., an affiliated business that provides tax advisory, bookkeeping, bill‑paying and business‑management services, a relationship that the brochure notes can create conflicts of interest when referrals are made between the entities. TWS is a recently registered adviser (May 2024) managing roughly $186 million on a six‑advisor team for about 150 clients, a profile the firm pairs with delegated manager selection and technology-enabled estate and custody arrangements.

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