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TOTAL FINANCIAL PLANNING, LLC
TOTAL FINANCIAL PLANNING, LLC is an SEC-registered investment adviser. The firm manages approximately $3 million in regulatory assets. It has 1 employee and 1...
TOTAL FINANCIAL PLANNING, LLC
TOTAL FINANCIAL PLANNING, LLC is an SEC-registered investment adviser. The firm manages approximately $3 million in regulatory assets. It has 1 employee and 1 investment adviser.
General information
Firm type
RIA
Location
City
Orlando
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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