$2.5M Total AUM
$2.5M Disc. AUM
-- 3Y CAGR
1 Employees
30 ADV. Clients
9 yrs Firm Age
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- Custodian
- Altruist
- Clients
- Retail
- Platforms
- Available
- Established Date
- 03-29-2017
- Office Locations
- 1
Office Locations
-- Orlando FL
About Total Financial Planning, LLC
Total Financial Planning, LLC is an independently owned boutique RIA in Orlando, FL focused on retirees and federal employees, delivering retirement planning, college-focused financial planning, and ongoing investment advice. Investment management emphasizes asset allocation and risk management, using mutual funds and ETFs. Custody includes Altruist.
Team overview
-- AVG AGE
$2.5M AVG AUM / ADVISOR
$83.9K AVG AUM / CLIENT
9.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
9yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
Alexis Hongamen
Certified Financial Planner, Chief Compliance Officer, Managing Member
- CRD
- #6755804
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,517,593 | -- |
| Non-Discretionary | $0 | -- |
| Total | $2,517,593 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Private Funds:
Available Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Private Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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