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TOTAL WEALTH PLANNING, LLC
Tel: 513-984-6696
4665 Cornell Rd. Ste. 160
Cincinnati, Ohio 45241
TOTAL WEALTH PLANNING, LLC
TOTAL WEALTH PLANNING, LLC is a Cincinnati, Ohio based financial advisory firm with nearly $1,178,146,730 in assets under management and provides investment advisory services for 2989 clients. There are currently 20 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Pesnsion consulting services
Fee Structure:
A percentage of AUM, Hourly charges, Fixed fees
Firm CRD#:
174434
SEC#:
801-80853
No. of Clients:
2989
Assets under Management
$1,178,146,730
No. of Advisors:
20
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