What is Total Wealth Planning, LLC's NAICS code?

Total Wealth Planning, LLC's NAICS code is 52 (Finance and Insurance).

Insights

Market Positioning Total Wealth Planning serves a niche of high-net-worth households with approximately 1.2 billion dollars under management, indicating a focus on clients with substantial assets potentially receptive to premium, comprehensive financial planning services.

Acquisition Strategy Recent acquisitions—including Charles Liles & Associates and the integration into Howell Financial Advisors—highlight the firm's active growth approach through strategic mergers, which might open cross-sell opportunities for complementary financial solutions.

Technology Utilization The company's tech stack includes SEO tools, advertising platforms, and website management, suggesting openness to digital marketing and automation solutions to enhance client engagement and operational efficiency.

Industry Partnerships Having been acquired by One Four Nine Group and later by Carson Group, Total Wealth Planning operates within a broader network of financial firms, indicating potential avenues for partnership development and collaborative service offerings.

Growth Potential With a revenue range of 10 to 25 million dollars and a relatively small staff, there is significant opportunity to develop scalable, technology-driven solutions that can support broader client acquisition and service expansion in the financial advisory space.

Similar companies to Total Wealth Planning, LLC

Total Wealth Planning, LLC Tech Stack

Total Wealth Planning, LLC uses 8 technology products and services including Google Ads, Shopify, JSON-LD, and more. Explore Total Wealth Planning, LLC's tech stack below.

Google Ads
Advertising
Shopify
E-commerce
JSON-LD
Javascript Frameworks
Elementor
Page Builders
Priority Hints
Performance
Yoast SEO
Search Engines
X-XSS-Protection
Security
Apache HTTP Server
Web Servers

Media & News

Total Wealth Planning, LLC's Email Address Formats

Total Wealth Planning, LLC uses at least 2 format(s):

Total Wealth Planning, LLC Email Formats	Example	Percentage
First@wealthp.com	John@wealthp.com	44%
FLast@wealthp.com	JDoe@wealthp.com	28%
Last.First@wealthp.com	Doe.John@wealthp.com	22%
FirstL@wealthp.com	JohnD@wealthp.com	6%
First@twpteam.com	John@twpteam.com	70%
FLast@twpteam.com	JDoe@twpteam.com	21%
FirstLa@twpteam.com	JohnDo@twpteam.com	4%
Last@twpteam.com	Doe@twpteam.com	5%

Frequently Asked Questions

Where is Total Wealth Planning, LLC's headquarters located?

Total Wealth Planning, LLC's main headquarters is located at 4665 Cornell Road Suite 160 Cincinnati, Ohio United States. The company has employees across 1 continents, including North America.

What is Total Wealth Planning, LLC's phone number?

You can contact Total Wealth Planning, LLC's main corporate office by phone at

+1-513-733-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Total Wealth Planning, LLC's official website and social media links?

Total Wealth Planning, LLC's official website is twpteam.com and has social profiles on LinkedIn.

What is Total Wealth Planning, LLC's SIC code NAICS code?

Total Wealth Planning, LLC's SIC code is 7389 - Business Services, Not Elsewhere Classified NAICS code is 52 - Finance and Insurance.

How many employees does Total Wealth Planning, LLC have currently?

As of March 2026, Total Wealth Planning, LLC has approximately 9 employees across 1 continents, including North America. Key team members include President: L. M.Founder And Senior Wealth Advisor: C. P.Director Of Financial Planning & Shareholder: C. A.. Explore Total Wealth Planning, LLC's employee directory with LeadIQ.

What industry does Total Wealth Planning, LLC belong to?

Total Wealth Planning, LLC operates in the Financial Services industry.

What technology does Total Wealth Planning, LLC use?

Total Wealth Planning, LLC's tech stack includes Google AdsShopifyJSON-LDElementorPriority HintsYoast SEOX-XSS-ProtectionApache HTTP Server.

What is Total Wealth Planning, LLC's email format?

Total Wealth Planning, LLC's email format typically follows the pattern of First@wealthp.com. Find more Total Wealth Planning, LLC email formats with LeadIQ.

When was Total Wealth Planning, LLC founded?

Total Wealth Planning, LLC was founded in 1989.

Total Wealth Planning, LLC

Q: How many employees does Total Wealth Planning, LLC have currently?

Total Wealth Planning, LLC has approximately 9 employees.

Q: What technology does Total Wealth Planning, LLC use?

Total Wealth Planning, LLC's tech stack includes YouTube, Google Ads, Shopify, WP Rocket, Apache.

Financial ServicesOhio, United States2-10 Employees

What makes us distinct is we provide a comprehensive view of your financial life and all the factors that go into life planning. What this means to you is help with personal decision making and putting a date on things. We help you manage your finances and investments, while taking into consideration tax planning, professional moves, kids, retirement, healthcare and other important priorities. It’s about life planning and gaining more comfort with your long-term financial security.

As stated in our registration with the SEC, our team of 19 professionals serve 743 client households with approximately $1.20 billion of assets under management as of December 31, 2024.

Furthermore, we are pleased to announce that we have joined forces with Howell Financial Advisors and have added a second Total Wealth Planning office in Carmel, IN where we have also acquired Charles Liles and Associates.