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Total Wealth Planning
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    • 4665 Cornell Rd, Suite 160, Cincinnati, OH 45241
    • 11495 N Pennsylvania St, Suite 245 Carmel, IN 46032
  • About
    • About Total Wealth Planning
    • Our Team
    • History
    • Virtual Tour
    • Careers
    • Reviews/Awards
    • Credentials
    • Disclosures
  • Services
    • Financial Planning
      • College Planning
      • Insurance Planning
      • Philanthropy
      • Tax Planning
      • Estate Planning
    • Investment Management
    • Business Planning
    • Retirement Planning
    • Virtual Services
  • Who We Serve
    • Corporate Executives
    • Family
    • Pre-Retirees / Retirees
    • Business Owners
    • Emerging Affluent
  • Resources
    • Economic & Investment Outlook
    • Total Wealth Plan
    • Blog & News
    • Calculators
    • Video Library
    • Cyber Security
    • Fiduciary Duty
    • 10 Questions
    • Secure File Upload
  • FAQ
  • Contact
    • Schedule Introductory Conversation
    • Call or Text 513-984-6696
    • Call or Text 317-877-8000
    • 4665 Cornell Rd, Suite 160, Cincinnati, OH 45241
    • 11495 N Pennsylvania St, Suite 245 Carmel, IN 46032

Disclosures

Please click one of the links below to view our required annual disclosure documents.

  • 2025 Total Wealth Planning ADV (PDF)
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  • 2025 Form CRS
  • Combined Disclosure Document (PDF)

After reviewing the disclosure documents above, please direct questions or feedback to rob@twpteam.com. Thank you!

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