Total Wealth Planning, LLC Employee Directory

Q: What is Total Wealth Planning, LLC known for?

Total Wealth Planning, LLC was founded in 1989. Total Wealth Planning, LLC operates in the Financial Services industry.

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

Total Wealth Planning, LLC has approximately 9 employees.

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.

Find Total Wealth Planning, LLC employees' phone numbers or email addresses

Total Wealth Planning, LLC Global Highlights

North America
34

United States Of America
34

Total Wealth Planning, LLC's Leadership

L. M.
President
Mobile Phone
Email
C. P.
Founder And Senior Wealth Advisor
Mobile Phone
Email
C. A.
Director Of Financial Planning & Shareholder
Mobile Phone
Email
C. S.
Operations Manager
Mobile Phone
Email
E. W.
Personal Support Worker
Mobile Phone
Email
K. B.
Associate Wealth Advisor
Mobile Phone
Email
N. S.
Financial Planning & Investment Associate
Mobile Phone
Email
R. R.
Associate Financial Planner
Mobile Phone
Email

Total Wealth Planning, LLC Employee Metrics

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2026

2025

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Contact profiles from Total Wealth Planning, LLC

Name

Title

Contact Info

Location

Last Update

C. P.
Founder And Senior Wealth Advisor
Mobile Phone
Email
Oct 23, 2024
L. M.
President
Mobile Phone
Email
Oct 17, 2024
C. A.
Director Of Financial Planning & Shareholder
Mobile Phone
Email
Oct 21, 2024
C. S.
Operations Manager
Mobile Phone
Email
United StatesKentucky
Aug 05, 2024
E. W.
Personal Support Worker
Mobile Phone
Email
Oct 21, 2024
K. B.
Associate Wealth Advisor
Mobile Phone
Email
Oct 17, 2024
N. S.
Financial Planning & Investment Associate
Mobile Phone
Email
Oct 23, 2025
R. R.
Associate Financial Planner
Mobile Phone
Email
Oct 23, 2024
R. H.
Executive Assistant
Mobile Phone
Email
Oct 17, 2024
S. M.
Financial Planning Associate
Mobile Phone
Email
Oct 22, 2024

Frequently Asked Questions

What is Total Wealth Planning, LLC known for?

Total Wealth Planning, LLC was founded in 1989 operates in the Financial Services industry. The company's main headquarters is located in 4665 Cornell Road Suite 160 Cincinnati, Ohio United States; you can contact the main corporate office by phone at

+1-513-733-****

. Explore Total Wealth Planning, LLC's company overview page for more information.

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

Total Wealth Planning, LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Total Wealth Planning, LLC email formats with LeadIQ.

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

Total Wealth Planning, LLC has approximately 9 employees as of February 2026. These team members are located across 1 continents, including North America.

Who are Total Wealth Planning, LLC's key employees and leadership?

As of February 2026, Total Wealth Planning, LLC's key employees include:

President: L. M.
Founder And Senior Wealth Advisor: C. P.
Director Of Financial Planning & Shareholder: C. A.
Operations Manager: C. S.
Personal Support Worker: E. W.

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