Janelle Skelton
Janelle Skelton is a CFP-designated registered investment advisor at Total Wealth Planning and Management, INC., based in Oklahoma City, OK, with 36 years of industry experience. Janelle operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 2 more. Their firm serves 365 clients with $200M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.40% |
| $1.0M - $5.0M | 1.25% |
| $5M+ | 1.00% |
These fees are for the Traditional Over Top Service Platform. Fees are negotiable. For certain complex situations a maximum fee of 2% may be charged. The eOver the Top Service Platform (electronic only) has a different fee schedule: Below $3,335: $25 flat fee; $3,336 - $50,000: 0.75% per year; $50,001 - $99,999: 0.50% per year.
Fee Estimator
Location
3030 NW Expressway, Suite 200, Oklahoma City, OK, 73112
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Janelle helps with licensing for Metro Lawn & Landscaping, a family landscaping business, dedicating minimal time. This activity is not investment-related.
Employment History
Current Registrations
Total Wealth Planning and Management, INC.
Previous Registrations
Vista Investment Partners LLC
Cabot Lodge Securities LLCBroker
Hilltop Securities INC.
Hilltop Securities INC.Broker
Hilltop Securities INC.
Morgan Stanley
Morgan Stanley Dw INC.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.