Featured Business Financial Advisor in Minneapolis, MN
Minneapolis Financial Advisors
Total Wealth Advisors
80 South 8th Street Suite 4900
Minneapolis, MN 55402
Phone Number
“Human Finance. Straight Forward Advice. ”
Advisor Profile
Tony Price
Name:  Tony Price
Disclosure Link:
https://totalwealthadvisors....
Disclaimer
Additional information about Total Wealth Advisors, LLC is available on the SECs website at www.adviserinfo.sec.gov. You can search this site by a unique identifying number, known as a CRD number. The CRD number for the Firm is 164633.

About Total Wealth Advisors

As a fiduciary, fee-only, Registered Investment Advisory Firm, we offer objective advice, not products. We have a solutions- oriented approach for a client's wealth management needs. We strive to provide the highest level of personal service while adhering to the strictest standards of fiduciary excellence. We build trusted, long term relationships that give our clients an edge in an increasingly complex world.

At Total Wealth Advisors, our goal is to give you complete control of your Total Wealth Picture?. We respect the wishes of each client and our mission is to help you create and control your Total Wealth Picture?. Often financial advisors focus on one thing like the best product or stock to invest in, ours is to focus on your total financial well being.

At Total Wealth Advisors, we work with individuals, families, small business owners, and foundations to provide financial planning and investment management strategies
 

General Information

Name of Custodial Firm:    TD Ameritrade
States Willing to do Business in:    Afton,Andover,Anoka,Bayport,Cedar,Champlin,Chanhassen,Chaska,Circle Pines,Cottage Grove,Dayton,Excelsior,Farmington,Forest Lake,Hamel,Hanover,Hopkins,Hugo,Inver Grove Heights,Lake Elmo,Lakeland,Lakeville,Long Lake,Loretto,Maple Plain,Mendota,Minneapolis,Minnetonka,Mound,Newport,Osseo,Plymouth,Prior Lake,Rogers,Rosemount,Saint Bonifacius,Saint Paul,Saint Paul Park,Savage,Shakopee,South Saint Paul,Spring Park,Stillwater,Victoria,Wayzata,Willernie
Years of Experience in Financial Services:    20
Number of Years with Current Firm:    2
 

Firm Information

Firm's Number of Clients:    105
Firm's Number of Planning Clients:    105
Firm's Number of Managed Clients:    105
Assets Managed by Firm:    $83,000,000
 
 
 
Prepared By: Tony Price

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