Total Financial Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$89,955,563
Total clients
184
12% high-net worth
Total advisors
2
of 2 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
92
Average account size
$488,889
About
Total Financial Management, LLC provides investment management, financial planning, and retirement-plan advisory services to individuals (including high‑net‑worth clients), trusts, estates, charitable organizations, retirement plans and businesses. The firm offers both discretionary and non‑discretionary portfolio management, standalone or bundled financial planning, and insurance consulting services.
TFM typically constructs diversified portfolios that emphasize ETFs, individual stocks and bonds, and seeks tax efficiency through long‑term positioning while using fundamental, technical, charting and cyclical analysis; it documents strategies in Investment Policy Statements and may engage sub‑advisors for day‑to‑day management. The firm monitors accounts continuously, permits client‑specified investment restrictions, and will rebalance or trade shorter‑term when needed to meet cash, tax, or risk objectives.
What distinguishes the firm from many peers is its combination of advisory services with an affiliated public accounting practice (the accounting practice consumes roughly half of the principal’s time) and an insurance‑consulting relationship with DPL Financial Partners and The Leaders Group. TFM also provides ERISA retirement‑plan fiduciary services (including ERISA 3(21)/3(38) investment oversight and benchmarking), a mix of capabilities that is less common among similarly sized supported adviser firms.
Client services
Expertise
Occupation focus
Fee options
$0 - $1,000,000: 1.25% annually $1,000,001 - $3,000,000: 0.80% annually $3,000,001+: 0.60% annually
Financial planning fees range from $100 to $500 per hour
Account minimum: $2,500 minimum annual fee Minimum fee: $2,500 minimum annual fee, may be negotiable or reduced at Advisor's discretion Fee-only: Investment advisory fees, financial planning fees charged hourly ($100 to $500 per hour, minimum $350, max generally $5,000)
Main office location
Total Financial Management, LLC
207 South Main Street
Poland OH 44514, United States
Number of offices
1
Most active in
Ohio · Pennsylvania · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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