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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
28

Minus sign iconPlus sign icon
  • United States Of America
    28

Total Wealth Planning, LLC's Leadership

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

Total Wealth Planning, LLC Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Entrepreneurship
  • Accounting
  • Administrative
  • Other
  • Analytics
  • Arts & Design

Contact profiles from Total Wealth Planning, LLC

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    C. P.
    Founder And Senior Wealth Advisor
    Phone icon
    Mobile Phone
    Oct 23, 2024
  • Stylized image of a person
    L. M.
    President
    Phone icon
    Mobile Phone
    Oct 17, 2024
  • Stylized image of a person
    C. A.
    Director Of Financial Planning & Shareholder
    Phone icon
    Mobile Phone
    Oct 21, 2024
  • Stylized image of a person
    C. S.
    Operations Manager
    Phone icon
    Mobile Phone
    United StatesKentucky
    Aug 05, 2024
  • Stylized image of a person
    E. W.
    Personal Support Worker
    Phone icon
    Mobile Phone
    Oct 21, 2024
  • Stylized image of a person
    K. B.
    Associate Wealth Advisor
    Phone icon
    Mobile Phone
    Oct 17, 2024
  • Stylized image of a person
    N. S.
    Financial Planning & Investment Associate
    Phone icon
    Mobile Phone
    May 01, 2026
  • Stylized image of a person
    R. R.
    Associate Financial Planner
    Phone icon
    Mobile Phone
    Oct 23, 2024
  • Stylized image of a person
    R. H.
    Executive Assistant
    Phone icon
    Mobile Phone
    Oct 17, 2024
  • Stylized image of a person
    S. M.
    Financial Planning Associate
    Phone icon
    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 operates in the Financial Services industry. The company's main headquarters is located in 4665 Cornell Road Suite 160 Cincinnati, Ohio 45241 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?

Minus sign iconPlus sign iconTotal 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?

Minus sign iconPlus sign iconTotal Wealth Planning, LLC has approximately 8 employees as of June 2026. These team members are located across 1 continents, including North America.

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

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As of June 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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