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Menu
  • About
    • About Total Wealth Planning
    • Our Team
    • History
    • Careers
    • Reviews/Awards
    • Credentials
    • Disclosures
  • Services
    • Financial Planning
      • College Planning
      • Insurance Planning
      • Philanthropy
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      • 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
    • 5 Reasons
    • 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 235 Carmel, IN 46032
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Disclosures

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

  • 2023 Total Wealth Planning ADV (PDF)
  • What is the Form ADV?
  • 2023 Form CRS
  • Combined Disclosure Document (PDF)

You may also prefer to ask our ADV chatbot questions instead of reading the documents..

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

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