Active
TOTAL WEALTH PLANNING, LLC
Investment Advice|CINCINNATI, OH
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Assets Under Management
$1.2B
Total AUM
| Category | Value |
|---|---|
| Discretionary | 1.1B |
| Non-Discretionary | 65.2M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 174434 |
| SEC Number | 801-80853 |
| Street Address | 4665 CORNELL RD. |
| Street Address 2 | STE. 160 |
| Location | CINCINNATI, OH 45241 |
| Country | United States |
| Phone | 513-984-6696 |
| Fax | 866-672-8251 |
| Total Employees | 20 |
Client Count by Type (777 Total)
| Category | Value |
|---|---|
| High Net Worth Individual… | 421 |
| Individuals (other than H… | 356 |
Community Partners
CITY OF BLUE ASH
CITY OF CHEVIOT
CITY OF DEER PARK
CITY OF FOREST PARK
CITY OF HARRISON
CITY OF MADEIRA
CITY OF NORTH COLLEGE HILL
CITY OF READING
CITY OF SHARONVILLE
CITY OF SPRINGDALE
ST BERNARD POLICE DEPARTMENT
TOWNSHIP OF COLERAIN
TOWNSHIP OF GREEN
TOWNSHIP OF HARRISON
TOWNSHIP OF MIAMI
TOWNSHIP OF SPRINGFIELD
VILLAGE OF EVENDALE
VILLAGE OF GOLF MANOR
VILLAGE OF MARIEMONT
VILLAGE OF WOODLAWN
CITY OF BLUE ASH
CITY OF CHEVIOT
CITY OF DEER PARK
CITY OF FOREST PARK
CITY OF HARRISON
CITY OF MADEIRA
CITY OF NORTH COLLEGE HILL
CITY OF READING
CITY OF SHARONVILLE
CITY OF SPRINGDALE
ST BERNARD POLICE DEPARTMENT
TOWNSHIP OF COLERAIN
TOWNSHIP OF GREEN
TOWNSHIP OF HARRISON
TOWNSHIP OF MIAMI
TOWNSHIP OF SPRINGFIELD
VILLAGE OF EVENDALE
VILLAGE OF GOLF MANOR
VILLAGE OF MARIEMONT
VILLAGE OF WOODLAWN
CITY OF BLUE ASH
CITY OF CHEVIOT
CITY OF DEER PARK
CITY OF FOREST PARK
CITY OF HARRISON
CITY OF MADEIRA
CITY OF NORTH COLLEGE HILL
CITY OF READING
CITY OF SHARONVILLE
CITY OF SPRINGDALE
ST BERNARD POLICE DEPARTMENT
TOWNSHIP OF COLERAIN
TOWNSHIP OF GREEN
TOWNSHIP OF HARRISON
TOWNSHIP OF MIAMI
TOWNSHIP OF SPRINGFIELD
VILLAGE OF EVENDALE
VILLAGE OF GOLF MANOR
VILLAGE OF MARIEMONT
VILLAGE OF WOODLAWN
Municipal Government
20 Active
20
Organizations
CINCINNATI METROPOLITAN HOUSING AUTHORITY
DEER PARK SILVERTON JOINT FIRE DISTRICT
GREAT PARKS OF HAMILTON COUNTY
SOUTHWEST OHIO REGIONAL TRANSIT AUTHORITY
ST. BERNARD FIRE DEPT.
THE PORT
CINCINNATI METROPOLITAN HOUSING AUTHORITY
DEER PARK SILVERTON JOINT FIRE DISTRICT
GREAT PARKS OF HAMILTON COUNTY
SOUTHWEST OHIO REGIONAL TRANSIT AUTHORITY
ST. BERNARD FIRE DEPT.
THE PORT
CINCINNATI METROPOLITAN HOUSING AUTHORITY
DEER PARK SILVERTON JOINT FIRE DISTRICT
GREAT PARKS OF HAMILTON COUNTY
SOUTHWEST OHIO REGIONAL TRANSIT AUTHORITY
ST. BERNARD FIRE DEPT.
THE PORT
Special District
6 Active
6
Organizations
CINCINNATI COLLEGE PREPARATORY ACADEMY
GREAT OAKS CAREER CAMPUSES
GREAT OAKS INSTITUTE OF TECHNOLOGY & CAR
KIDZS MATTER LEARNING CENTER
OUR LADY OF VICTORY SCHOOL
ST BERN ELMW PLACE CITY SCHOOL
ST LAWRENCE SCHOOL
CINCINNATI COLLEGE PREPARATORY ACADEMY
GREAT OAKS CAREER CAMPUSES
GREAT OAKS INSTITUTE OF TECHNOLOGY & CAR
KIDZS MATTER LEARNING CENTER
OUR LADY OF VICTORY SCHOOL
ST BERN ELMW PLACE CITY SCHOOL
ST LAWRENCE SCHOOL
CINCINNATI COLLEGE PREPARATORY ACADEMY
GREAT OAKS CAREER CAMPUSES
GREAT OAKS INSTITUTE OF TECHNOLOGY & CAR
KIDZS MATTER LEARNING CENTER
OUR LADY OF VICTORY SCHOOL
ST BERN ELMW PLACE CITY SCHOOL
ST LAWRENCE SCHOOL
School District
7 Active
7
Organizations
0632 WHITEWATER COMMUNITY CREDIT UNION INC
1002 FOUNDATION
121ST SECURITY FORCES ALUMNI ASSOCIATION
1291 CINCINNATI EMPLOYEES CREDIT UNION INC
1579 SUMMIT ROAD LIMITED PARTNERSHIP
1N5
24-7 BROADCASTING INC
281 ST JAMES PARISH CREDIT UNION INC
2CL FOUNDATION
2ND HAND PAWS ANIMAL RESCUE
34TH BOMB GROUP-H-ASSOCIATION INC
3 EAST BUSINESS ASSOCIATION INC
3 EAST COMMUNITY DEVELOPMENT CORPORATION
3RD AND GOAL FOUNDATION
3RIVERS SGO
3SISTERS FOUNDATION
3T DEVELOPMENT INC
405 Oak Street Center Inc
422 HEEKIN CAN EMPLOYEES CREDIT UNION INC
4 AWARENESS
0632 WHITEWATER COMMUNITY CREDIT UNION INC
1002 FOUNDATION
121ST SECURITY FORCES ALUMNI ASSOCIATION
1291 CINCINNATI EMPLOYEES CREDIT UNION INC
1579 SUMMIT ROAD LIMITED PARTNERSHIP
1N5
24-7 BROADCASTING INC
281 ST JAMES PARISH CREDIT UNION INC
2CL FOUNDATION
2ND HAND PAWS ANIMAL RESCUE
34TH BOMB GROUP-H-ASSOCIATION INC
3 EAST BUSINESS ASSOCIATION INC
3 EAST COMMUNITY DEVELOPMENT CORPORATION
3RD AND GOAL FOUNDATION
3RIVERS SGO
3SISTERS FOUNDATION
3T DEVELOPMENT INC
405 Oak Street Center Inc
422 HEEKIN CAN EMPLOYEES CREDIT UNION INC
4 AWARENESS
0632 WHITEWATER COMMUNITY CREDIT UNION INC
1002 FOUNDATION
121ST SECURITY FORCES ALUMNI ASSOCIATION
1291 CINCINNATI EMPLOYEES CREDIT UNION INC
1579 SUMMIT ROAD LIMITED PARTNERSHIP
1N5
24-7 BROADCASTING INC
281 ST JAMES PARISH CREDIT UNION INC
2CL FOUNDATION
2ND HAND PAWS ANIMAL RESCUE
34TH BOMB GROUP-H-ASSOCIATION INC
3 EAST BUSINESS ASSOCIATION INC
3 EAST COMMUNITY DEVELOPMENT CORPORATION
3RD AND GOAL FOUNDATION
3RIVERS SGO
3SISTERS FOUNDATION
3T DEVELOPMENT INC
405 Oak Street Center Inc
422 HEEKIN CAN EMPLOYEES CREDIT UNION INC
4 AWARENESS
Nonprofit Organization
6108 Active
6108
Organizations
Community Partners83 organizations
CITY OF BLUE ASH
Municipal Government·CINCINNATI
CITY OF DEER PARK
Municipal Government·CINCINNATI
CITY OF FOREST PARK
Municipal Government·CINCINNATI
CITY OF HARRISON
Municipal Government·HARRISON
CITY OF MADEIRA
Municipal Government·CINCINNATI
CITY OF SHARONVILLE
Municipal Government·CINCINNATI
ST BERNARD POLICE DEPARTMENT
Municipal Government·CINCINNATI
VILLAGE OF GOLF MANOR
Municipal Government·CINCINNATI
VILLAGE OF MARIEMONT
Municipal Government·CINCINNATI
VILLAGE OF WOODLAWN
Municipal Government·CINCINNATI
CINCINNATI METROPOLITAN HOUSING AUTHORITY
Special District·CINCINNATI
GREAT PARKS OF HAMILTON COUNTY
Special District·CINCINNATI
SOUTHWEST OHIO REGIONAL TRANSIT AUTHORITY
Special District·CINCINNATI
ST. BERNARD FIRE DEPT.
Special District·CINCINNATI
THE PORT
Special District·CINCINNATI
CINCINNATI COLLEGE PREPARATORY ACADEMY
School District·CINCINNATI
GREAT OAKS CAREER CAMPUSES
School District·CINCINNATI
GREAT OAKS INSTITUTE OF TECHNOLOGY & CAR
School District·CINCINNATI
KIDZS MATTER LEARNING CENTER
School District·CINCINNATI
OUR LADY OF VICTORY SCHOOL
School District·CINCINNATI
ST BERN ELMW PLACE CITY SCHOOL
School District·CINCINNATI
ST LAWRENCE SCHOOL
School District·CINCINNATI
0632 WHITEWATER COMMUNITY CREDIT UNION INC
Nonprofit Organization·Harrison
1002 FOUNDATION
Nonprofit Organization·CINCINNATI
121ST SECURITY FORCES ALUMNI ASSOCIATION
Nonprofit Organization·Cincinnati
1291 CINCINNATI EMPLOYEES CREDIT UNION INC
Nonprofit Organization·HARRISON
1579 SUMMIT ROAD LIMITED PARTNERSHIP
Nonprofit Organization·CINCINNATI
1N5
Nonprofit Organization·CINCINNATI
24-7 BROADCASTING INC
Nonprofit Organization·CINCINNATI
281 ST JAMES PARISH CREDIT UNION INC
Nonprofit Organization·CINCINNATI
2CL FOUNDATION
Nonprofit Organization·Cincinnati
2ND HAND PAWS ANIMAL RESCUE
Nonprofit Organization·Cincinnati
34TH BOMB GROUP-H-ASSOCIATION INC
Nonprofit Organization·Cincinnati
3 EAST BUSINESS ASSOCIATION INC
Nonprofit Organization·Cincinnati
3 EAST COMMUNITY DEVELOPMENT CORPORATION
Nonprofit Organization·Cincinnati
3RD AND GOAL FOUNDATION
Nonprofit Organization·CINCINNATI
3RIVERS SGO
Nonprofit Organization·North Bend
3SISTERS FOUNDATION
Nonprofit Organization·CINCINNATI
3T DEVELOPMENT INC
Nonprofit Organization·CINCINNATI
405 Oak Street Center Inc
Nonprofit Organization·Cincinnati
422 HEEKIN CAN EMPLOYEES CREDIT UNION INC
Nonprofit Organization·Cincinnati
4 AWARENESS
Nonprofit Organization·Cincinnati
4 BRIDGES 4 KIDS
Nonprofit Organization·Cincinnati
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Cincinnati
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Cincinnati
4th Street Basement Boutique
Nonprofit Organization·Cincinnati
51THREES
Nonprofit Organization·Cincinnati
5 Star Midwest
Nonprofit Organization·Cincinnati
657 UPS Credit Union Inc
Nonprofit Organization·Cincinnati
7230 VFW
Nonprofit Organization·cincinnati
7340 VFW PVT CHAS GAILEY POST
Nonprofit Organization·Cincinnati
7 PRINCIPLES FOUNDATION INC CO FIFTH THIRD
Nonprofit Organization·CINCINNATI
835 DECA CREDIT UNION INC
Nonprofit Organization·Cincinnati
863 BUILDING CORPORATION
Nonprofit Organization·Cincinnati
86 MINISTRIES
Nonprofit Organization·Cincinnati
8DEEP VOCATIONAL DEVELOPMENT INC
Nonprofit Organization·CINCINNATI
9 BILLION SCHOOLS INSTITUTE INC
Nonprofit Organization·CINCINNATI
9UNITED
Nonprofit Organization·CINCINNATI
A1 STIGMA FREE COALITION INC
Nonprofit Organization·CINCINNATI
A 1 SUPPLIERS
Nonprofit Organization·Cincinnati
AACE INTERNATIONAL
Nonprofit Organization·Cincinnati
AAPI RESEARCH GROUP AND ENGAGEMENT TEAM - OHIO
Nonprofit Organization·Cincinnati
A&A RESOURCE CENTERS
Nonprofit Organization·Cincinnati
AAUP MIAMI UNIVERSITY CHAPTER
Nonprofit Organization·Cincinnati
ABBAS LIVING WATER MINISTRY INC
Nonprofit Organization·Cincinnati
ABCD SW OH
Nonprofit Organization·Cincinnati
AB CORD CHARITABLE FOUNDATION TR NECT 001576
Nonprofit Organization·CINCINNATI
ABE DUNSKY SCHOLARSHIP FUND
Nonprofit Organization·Cincinnati
A BETTER START HOMES
Nonprofit Organization·Cincinnati
ABILITY TODAY INC
Nonprofit Organization·Cincinnati
A BLESSING TO ONE ANOTHER INC
Nonprofit Organization·Cincinnati
ABRAHAMS BLESSING INTERNATIONAL
Nonprofit Organization·CINCINNATI