TOTAL FINANCIAL PLANNING, LLC

TOTAL FINANCIAL PLANNING, LLC is an SEC-registered investment adviser (CRD 286588). Regulatory assets under management: $2.5M.

Registration

• CRD: 286588
• Type: Registered investment adviser
• Phone: 407-900-1653
• Latest filing: 2026-07-19
• Regulatory AUM: $2.5M
• Discretionary AUM: $2.5M
• Clients: 1
• Accounts: 9

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Corporations.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 286588 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search