Advisor at Total Wealth Solutions
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Firm
Total Wealth Solutions
Location
Los Altos, CA 94022
Credentials
Series 63, Series 65
Industry experience
26 years
Imran Thanvi is a financial advisor with Total Wealth Solutions in Los Altos, CA, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with LPL Financial since 2004 and started Total Wealth Solutions in 2023 as an independent investment advisory firm. Total Wealth Solutions provides fee-based investment advisory and comprehensive wealth-planning services primarily to individual clients, IRAs, high-net-worth individuals, and small business owners. The firm’s investment approach emphasizes strategic asset allocation with global diversification, incorporating behavioral, fundamental, technical, and cyclical analysis, and offers a broad alternatives platform including private equity and selective cryptocurrency options.
Based on Total Wealth Solutions
Fixed financial planning fees generally range from $1,000 to $5,000 depending on scope and complexity
Any Amount+: 0.80% - 1.50% (negotiable range)
Commissions from sale of insurance products by registered representative (Imran Jaffer)
146 Main Street, Suite 201
Los Altos, CA 94022
California · Texas
Total Wealth Solutions, Inc.
2023 - Present (3 years)
Lpl Financial Fka Linsco/Private Ledger Corp
2004 - Present (22 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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I specialize in helping families make better financial decisions related to stock options and RSUs. I know we’re saving enough for retirement in 401k’s, but my wife and I still have serious conversations about how to use her company stock to help live the life we want. Our issues require significant financial planning that firms focused on AUM can't help with. In my free time, I coach my three kids sports teams, play softball, golf, ski in Incline Village, and work on the NYTimes Crossword puzzle with my wife, Jessica. If you ever see me out and about, I’m the guy wearing something UCLA, Chargers, Padres, or Warriors. Listen to Aaron's podcast here: https://mindmoneyspectrum.buzzsprout.com/
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