Insights

Acquisition Momentum Total Wealth Planning has expanded through strategic acquisitions, including Charles Liles & Associates and a second office in Carmel, IN, signaling growth and integration opportunities for firms seeking scale, shared back-office services, and broader client reach.

AUM Growth With approximately $1.2 billion in assets under management across 743 client households, there is likely interest from advisory teams seeking higher capacity platforms, enhanced onboarding capabilities, and competitive advantage through expanded resources.

Tech & Marketing The use of Google Ads, Shopify, and SEO tools indicates a market-facing, digital-heavy approach. This opens opportunities to offer marketing tech enhancements, client acquisition analytics, and digital transition services to similar RIA firms.

Strategic Fit The firm emphasizes life planning and comprehensive financial life management, suggesting alignment with holistic planning platforms, tax optimization integrations, and client experience improvements that resonate with multi-practice or custody-agnostic RIAs.

Brokerage & Compliance As a registered investment adviser with SEC registration and recent consolidation activity, there may be sales potential for compliance, regulatory advisory services, and custody-support solutions tailored to growing, fee-only RIAs navigating expansion.

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
Priority Hints
Performance
PHP
Programming Languages
Yoast SEO
Search Engines
reCAPTCHA
Security
Apache
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@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%
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%

Frequently Asked Questions

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.

How much revenue does Total Wealth Planning, LLC generate?

As of July 2026, Total Wealth Planning, LLC's annual revenue is estimated to be $1M - $10M.

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

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

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

As of July 2026, Total Wealth Planning, LLC has approximately 7 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-LDPriority HintsPHPYoast SEOreCAPTCHAApache.

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

Total Wealth Planning, LLC's email format typically follows the pattern of First@twpteam.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 7 employees.

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

Total Wealth Planning, LLC's tech stack includes Font Awesome, jsDelivr, Google Ads Conversion Tracking, Elementor, Google Fonts API.

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

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

Financial ServicesOhio, United States2-10 Employees

Total Wealth Planning, LLC is a Cincinnati, Ohio-based financial services firm that pursues a holistic view of clients' finances, integrating investment management with tax planning, career considerations, family needs, retirement, and healthcare into broader life planning. The firm serves individuals and households seeking assistance with personal decisions and long-term financial security.

According to its SEC registration, the team comprises 19 professionals serving about 743 client households with roughly $1.2 billion in assets under management as of December 31, 2024. The organization expanded by adding a second office in Carmel, Indiana, through the acquisition of Charles Liles and Associates and by aligning with Howell Financial Advisors. In 2025, Carson Group announced the acquisition of the firm.