Total Wealth Planning, LLC
Assets Under Management
$1.2B
Number of Clients
777
Number of Advisors
14
Average Client AUM
$1.5M
AUM per Advisor
$84.2M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Total Wealth Planning provides comprehensive wealth planning and investment supervisory services to individuals, high net worth individuals, and charitable organizations. Services include cash flow analysis, tax planning, insurance needs analysis, college funding, retirement planning, and estate planning. The firm utilizes third-party custodians and operates from offices in Ohio and Indiana.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.35% |
Fees are subject to minimums by service offering. Fees are negotiable in circumstances when multiple client relationships result from the same immediate family.
Fee Estimator
Total Wealth Planning charges fees based on a percentage of assets under management, subject to minimum quarterly fees depending on the service offering. The fee for Flexible Portfolio Management is 1.25% annually with a $750 minimum per year. Wealth Foundation Plan has a $750 minimum per quarter, Wealth Advancement Plan has a $2,500 minimum per quarter, and Wealth Legacy Plan has a $6,000 minimum per quarter. Clients choosing more comprehensive financial planning services without the suggested minimum assets may pay a higher annual rate. Fees are negotiable for multiple client relationships from the same family.
Areas of Practice
Location
4665 Cornell Rd., Ste. 160, Cincinnati, OH, 45241
