We have a solutions-oriented approach for 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 and 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.

Firm Start Year

1922

CRD#

2679257

Firm CRD#

164633

Years of Experience in Financial Services

25

Work with the following types of clients

Non-Profit Organizations, Investment Clubs, Businesses, Individual Investors

Advisory Services Provided

Money Management, Wealth Management, 401K Rollovers, Retirement Planning, Portfolio Management, Financial Planning, Risk Management, Investment Advice & Management, Financial Advice & Consulting, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Estate Planning & Trusts

Investment Types

Mutual Funds, Exchange Traded Funds (ETFs), Bonds, Stocks, Socially Responsible Investments (SRI)

Can meet clients in the following ways

Your Home, Our Office, Via Phone, Your Office, Via Email, Video Conference

Registered Investment Advisor

Yes

Acknowledged fiduciary

Yes

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Certifications, Accreditations & Designations

AIF^®

Securities Licenses

Series 63, Series 55, Series 65

Fee Structure

Fee-Only

Compensation Methods

Based on Assets

Fee % Based on Assets

Negotiable

Minimum Fee Charged for Managed Accounts

n/a

Minimum Fee Charged for Hourly Planning Accounts

n/a