Total Wealth Planning & Management, Inc.
Total Wealth Planning & Management, Inc. is an independent, fee-only SEC-registered investment advisory firm headquartered in Cincinnati, Ohio. The firm focuses on comprehensive financial planning and investment management for individuals (including high net worth individuals), charitable organizations, and businesses. Founded in 2015 as an LLC, it has 9 employees, primarily investment advisers. The firm does not sell commissioned products and accepts no finder's fees, providing unbiased financial advice tailored to client needs.
Investment Strategy
Total Wealth Planning & Management, Inc. provides customized investment advice as an integral part of its holistic financial planning approach. The firm offers fee-only wealth management services focused on the client's specific needs. It uses asset allocation and diversification across equities, fixed income, and other asset classes to meet individual client goals and risk tolerances. Investments are held with independent third-party custodians like Charles Schwab and TIAA-CREF. The firm does not accept commissions, ensuring its recommendations are in the clients' best interests.
Top Holdings
Equity Positions (188)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORP | 2.64% | $3.3M | 6,559 | $421.50 | $497.41 | +$789.1K |
A AAPL | APPLE INC | 2.45% | $3.0M | 14,718 | $247.30 | $205.17 | -$24.3K |
A AMZN | AMAZON COM INC | 2.40% | $3.0M | 13,505 | $215.21 | $219.39 | +$615.6K |
A ABBV | ABBVIE INC | 2.19% | $2.7M | 14,538 | $177.70 | $185.62 | -$359.8K |
U UNM | UNUM GROUP | 2.05% | $2.5M | 31,373 | $73.60 | $80.76 | +$166.1K |
Options Positions (10)
| Ticker | Security | Action | Type | Notional Value | Contracts | Underlying Price | Premium Paid | Change (Contracts) | Change (Value) |
|---|---|---|---|---|---|---|---|---|---|
P PRU | PRUDENTIAL FINL INC | — | Put | $494.2K | 46 | $107.44 | $118.53 | 0 | -$19.5K |
T T | AT&T INC | Bought | Put | $460.1K | 159 | $28.94 | $28.30 | +5 | +$24.6K |
P PZZA | PAPA JOHNS INTL INC | New | Put | $396.4K | 81 | $48.94 | $48.94 | +81 | +$396.4K |
H HPE | HEWLETT PACKARD ENTERPRISE C | New | Put | $394.7K | 193 | $20.45 | $20.45 | +193 | +$394.7K |
D D | DOMINION ENERGY INC | Bought | Put | $390.0K | 69 | $56.52 | $53.94 | +2 | +$14.3K |