Total Financial Planning, LLC

Overview

Total Financial Planning, LLC is a small, independent registered investment adviser organized as a limited liability company serving individual and family clients. The firm combines financial planning with discretionary portfolio management for individuals and small businesses, and it also produces written client communications and runs educational workshops. Its billing mix includes a percentage-of-assets approach alongside hourly and fixed-fee engagements, which suits a mix of ongoing advisory relationships and stand‑alone planning projects. On the investment side the firm leans heavily on pooled public vehicles—primarily mutual funds—for core portfolio construction, and uses third‑party real estate managers for its alternative exposures. The practice is not positioned as an ESG-focused or multi-state adviser and does not act as a capital allocator or pension consultant; instead, it appears built around direct client relationships and hands-on financial planning for a small roster of households.

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Investments & Alternatives

Location & Offices