LeadIQ logo
Learn more at LeadIQ.com
Total Wealth Planning, LLC logo

Total Wealth Planning, LLC Employee Directory

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.

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

Total Wealth Planning, LLC Global Highlights

Location
Employees

North America
24

Minus sign iconPlus sign icon
  • United States Of America
    24

Total Wealth Planning, LLC's Leadership

  • President at Total Wealth Planning, LLC
    L. M.
    President
    Mobile Phone
  • Founder And Senior Wealth Advisor at Total Wealth Planning, LLC
    C. P.
    Founder And Senior Wealth Advisor
    Mobile Phone
  • Director Of Financial Planning & Shareholder at Total Wealth Planning, LLC
    C. A.
    Director Of Financial Planning & Shareholder
    Mobile Phone
  • Personal Support Worker at Total Wealth Planning, LLC
    E. W.
    Personal Support Worker
    Mobile Phone
  • Associate Wealth Advisor at Total Wealth Planning, LLC
    K. B.
    Associate Wealth Advisor
    Mobile Phone
  • Financial Planning & Investment Associate at Total Wealth Planning, LLC
    N. S.
    Financial Planning & Investment Associate
    Mobile Phone
  • Associate Financial Planner at Total Wealth Planning, LLC
    R. R.
    Associate Financial Planner
    Mobile Phone
  • Executive Assistant at Total Wealth Planning, LLC
    R. H.
    Executive Assistant
    Mobile Phone

Total Wealth Planning, LLC Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Entrepreneurship
  • Other

Contact profiles from Total Wealth Planning, LLC

Name
Title
Contact
Location
Last Update
  • Founder And Senior Wealth Advisor at Total Wealth Planning, LLC
    C. P.
    Founder And Senior Wealth Advisor
    Mobile Phone
    Oct 23, 2024
  • President at Total Wealth Planning, LLC
    L. M.
    President
    Mobile Phone
    Oct 17, 2024
  • Director Of Financial Planning & Shareholder at Total Wealth Planning, LLC
    C. A.
    Director Of Financial Planning & Shareholder
    Mobile Phone
    Oct 21, 2024
  • Personal Support Worker at Total Wealth Planning, LLC
    E. W.
    Personal Support Worker
    Mobile Phone
    Oct 21, 2024
  • Associate Wealth Advisor at Total Wealth Planning, LLC
    K. B.
    Associate Wealth Advisor
    Mobile Phone
    Oct 17, 2024
  • Financial Planning & Investment Associate at Total Wealth Planning, LLC
    N. S.
    Financial Planning & Investment Associate
    Mobile Phone
    May 01, 2026
  • Associate Financial Planner at Total Wealth Planning, LLC
    R. R.
    Associate Financial Planner
    Mobile Phone
    Oct 23, 2024
  • Executive Assistant at Total Wealth Planning, LLC
    R. H.
    Executive Assistant
    Mobile Phone
    Oct 17, 2024
  • Financial Planning Associate at Total Wealth Planning, LLC
    S. M.
    Financial Planning Associate
    Mobile Phone
    Oct 22, 2024

Frequently Asked Questions

What is Total Wealth Planning, LLC known for?

Minus sign iconPlus sign iconTotal Wealth Planning, LLC was founded in 1989 and operates in the Financial Services industry. You can contact Total Wealth Planning, LLC's 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?

Minus sign iconPlus sign iconTotal Wealth Planning, LLC employees' email format typically follows the pattern of First@twpteam.com. 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?

Minus sign iconPlus sign iconTotal Wealth Planning, LLC has approximately 7 employees as of September 2026. These team members are located across 1 continents, including North America.

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

Minus sign iconPlus sign icon

As of September 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.
  • Personal Support Worker: E. W.
  • Associate Wealth Advisor: K. B.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

  • B2B data verified in real-time
  • Sync data to your CRM, & add it to an outreach sequence in one click
  • Integrations with your tech stack for optimal efficiency
  • A patented AI cold email generator
  • Account & contact-level job change tracking

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.