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TOTAL FINANCIAL PLANNING, LLC
Total Financial Planning, LLC is a US RIA providing financial planning and wealth management.
TOTAL FINANCIAL PLANNING, LLC
Total Financial Planning, LLC is a registered investment advisor (RIA) based in the United States. The firm's registration with the SEC or state securities authorities indicates it offers financial planning and investment management services, though no founding year, principals, or specific wealth origin are publicly documented. The firm's investment approach, if any, is not disclosed in available public records. Without a website, LinkedIn profile, or regulatory filings detailing portfolio strategy, no specific asset-class mix, stage coverage, or named portfolio companies can be confirmed. The firm's geographic footprint is limited to its registered location, and no additional offices are publicly known. Total Financial Planning, LLC does not report AUM or number of clients in any verifiable source. No team size, adjacent vehicles, or philanthropic structures are associated with the firm in public records. No recent operational events — hires, fund launches, or regulatory changes — have been identified in the last 24 months. As a small, independent RIA, Total Financial Planning, LLC's structural differentiator is typical: direct fiduciary duty to clients, a fee-based model, and no affiliation with a larger financial institution or family-office structure. Its lack of public presence limits due-diligence transparency.
General information
Firm type
RIA
Year founded
—
AUM
Undisclosed
Location
Region
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Country
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City
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Corporate office
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Frequently asked questions
What services does Total Financial Planning, LLC offer?
As a registered investment advisor, the firm likely provides financial planning, investment management, and wealth advisory services to individuals. Specific service menu, minimum account sizes, and fee structures are not publicly disclosed (per SEC/state registration records).
Is Total Financial Planning, LLC a single-family office?
No. The firm is registered as an RIA, which is a regulated financial advisory structure, not a family office. Family offices often have different regulatory exemptions (e.g., under the Investment Advisers Act of 1940) and do not typically register as RIAs unless they serve multiple families.
Does Total Financial Planning, LLC manage assets for high-net-worth clients?
The firm's RIA registration implies it could serve high-net-worth individuals, but no client segmentation, AUM, or minimum asset thresholds are publicly available. Without a Form ADV or marketing materials, the client profile remains unknown.
Who are the principals or owners of Total Financial Planning, LLC?
Public records do not name any owners, executives, or key personnel for this firm. The entity's ownership structure is not disclosed in available sources such as SEC filings or state business registries.
What is Total Financial Planning, LLC's investment philosophy?
The firm has not publicly stated an investment philosophy. No disclosed approach to asset allocation, active vs. passive management, or sustainable investing criteria exists in accessible records.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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