TOTAL WEALTH PLANNING, LLC
  • TOTAL WEALTH PLANNING, LLC
  • DRR PARTNERS LLC
  • TOTAL WEALTH PLANNING
  • FINANCIAL MANAGEMENT GROUP

Adviser Profile

As of Date 03/29/2026
Registration status Terminated
ADV Location CINCINNATI, OH, United States
Contact Info 513 xxxxxxx
Websites
AUM* 1,178,146,730 12%
of that, discretionary 1,112,913,068 12%
Number of Employees 20 18%
of those in investment advisory functions 16
Private Fund GAV* 0
Avg Account Size 394,161 -1%
% High Net Worth 53.91% 19%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

Reported AUM

1B 954M 795M 636M 477M 318M 159M
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Form ADV-E Surprise Examination Reports

Accounting Firm Name Filing Date Form ADV-E
Accounting Firm Name FLYNN & COMPANY Filing Date02/27/2024 Form ADV-E View Report

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