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- Custodian
- Raymond James
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 06-06-2013
- Office Locations
- 5
Office Locations
About Total Wealth Planning AND Management, Inc.
Total Wealth Planning and Management is a fee-only advisory firm offering financial planning and investment management, from one-time portfolio reviews and education/college planning to ongoing discretionary management. Services are delivered digitally but supported by a human team. Client focus includes retirees and business owners. Investment work centers on asset allocation and risk management using ETFs/index funds and fixed income. Publishes its fees and offers discounts for veterans and first responders.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
WILLIAM RICHARD TOMES JR.
Managing Associate
- CRD
- #2300545
- Ownership
- 75% or more
KIMBERLY TOMES
Owner
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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JOHN JOSEPH BURKE JR
--
- CRD
- #35780
Craig Douglas Meldahl
Owner
- CRD
- #331504
Showing 2 of 9 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $237,237,750 | $585,772 |
| Non-Discretionary | $1,554,093 | $222,013 |
| Total | $238,791,843 | $579,592 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Public Funds | Available | Available |
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Derivatives | Available | Available |
| Total | Available | Available |
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