A complete list of active advisors currently associated with Total Wealth

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

Total Wealth LLC provides ongoing discretionary portfolio management paired with financial planning, as well as one‑time project-based planning, for individuals and small businesses. The firm manages about $20.8 million across roughly 45 client relationships and implements investment programs using mutual funds, ETFs, and annuities where appropriate. The firm’s investment process is grounded in Modern Portfolio Theory, with documented Investment Policy Statements, long‑term trading strategies, regular monitoring and annual or semi‑annual plan reviews; it may also recommend third‑party Outside Managers for certain mandates. Total Wealth primarily favors passively managed mutual funds and ETFs, uses annuities for income protection in some cases, and discloses reliance on custodian‑provided research and trading services. Distinctive aspects include close affiliations with related entities—Total Wealth Insurance, Total Wealth Tax, and Total Wealth Planning—which the brochure discloses may create conflicts because the principal could earn commissions or other economic benefits if clients use those services. The brochure also notes delivery of written or electronic financial plans, access to custodian‑provided educational conferences, and that the principal holds CFP® and CEPA credentials and allocates about 30% of his time to affiliated tax/insurance/planning activities; together with the firm’s AUM and client count, these features point to a practice focused on education and comprehensive planning for primarily non‑high‑net‑worth individuals.

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