Total Financial Planning, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$2,517,593
Clients
9
0% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
9
Very LowAverage account size
$279,733
About
Total Financial Planning, LLC provides investment management and financial planning primarily for individual clients, offering ongoing discretionary portfolio management and written financial plans. The firm also advises on college‑planning and regularly provides educational programming such as workshops, webinars and classes related to paying for higher education.
Investment decisions are guided by a client‑specific Investment Policy Statement and a mix of analytical methods, including fundamental, quantitative, technical/charting analysis and modern portfolio theory, implemented across long‑ and short‑term strategies. The firm may employ options strategies (including covered and uncovered positions) and typically seeks discretionary authority to execute trades; clients are required to use a designated broker‑dealer/custodian for execution.
Noteworthy aspects include a small client roster with roughly $2.5 million in discretionary assets under management and an in‑house model that does not select third‑party advisers, along with fixed‑fee offerings for financial plans and standalone college‑planning education. The firm’s principal maintains employment as a project engineer at a federal space agency and the brochure discloses the potential receipt of research or other soft‑dollar benefits from custodians.
Client services
Financial planning
Portfolio management
Newsletters or periodicals
Educational seminars or workshops
Expertise
Options & derivatives strategies
College savings (529s, UTMA, etc.)
Annuities
Real estate investing
Fee options
$2000 for full financial plans, $1100 for mid-career planning, $600 for early career check-ups, $400 for college planning education
$0 - $1,000,000: 1% $1,000,001 - $2,000,000: 0.9% $2,000,001+: 0.5%
$275 per hour
Main office location
Total Financial Planning, LLC
Orlando FL, United States
Number of offices
1
Most active in
Total Financial Planning, LLC has reported serving >5 clients in these states in the last 12 months.
Florida · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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
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