Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingEstate PlanningEducation PlanningTax Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
588 advisors
Number of Clients
43,706 clients
Average Client Portfolio
$773K average
Assets Under Management
$33.8B
Fee Structure
Minimum Investment:$50K
Financial Planning:Included in AUM fee
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Location
4665 Cornell Rd., Ste. 160, Cincinnati, OH, 45241
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Regulatory History
Clean regulatory record
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 →Employment History
Current Registrations
Cwm, LLC
November 2025 - Present · 3 mos
Total Wealth Planning, LLC
October 2016 - Present · 9 yrs 4 mos
State Registrations4 states
NENHOHTX
Advisor
Exams
No exam information available for this advisor.