Total Wealth Planning is pleased to announce that it has been named one of America’s Top RIAs in Financial Advisor Magazine’s 2023 RIA survey.
Financial Advisor Magazine’s RIA survey is a ranking based on assets under management at year end of independent RIA firms that file their own ADV with the SEC. The ranking orders firms from largest to smallest, based on information reported to Financial Advisor Magazine by firms that voluntarily complete and submit FA’s survey. Read more at: https://www.fa-mag.com/c2590.
About Total Wealth Planning
For over 30 years, Total Wealth Planning has served as a sounding board for personal and business decision making. What makes us distinct is we care about connecting with you and want to be more than just a financial planner. We cater to all aspects of your family and take on the factors pertaining to your finances, investment objectives, retirement goals, business interests and other important intentions. As a Fee-Only planning firm, we provide advice that is unbiased and focused on your best interest at all times, without product sales or commissions. The real benefit is having someone tell you the truth about where you are financially and arranging more than just the money aspects of your financial life.
About Financial Advisor Magazine
Financial Advisor Magazine (“FA”) delivers essential market information and strategies that advisors need to succeed in their increasingly complex environment. FA focuses on sophisticated planning and investment strategies to help advisors better serve their affluent clients, as well as practice management ideas to help advisors build their firms. FA goes in-depth to challenge traditional planning wisdom by introducing readers to new approaches to help them better counsel clients.
Important Disclosures:
About the “Top RIAs” ranking: FA’s RIA survey is a ranking based on assets under management at year end of independent RIA firms that file their own ADV with the SEC. FA’s RIA ranking orders firms from largest to smallest, based on AUM reported on the advisors and verified by review of advisor’s ADV forms. To be eligible for the ranking, firms must be independent registered investment advisors and file their own ADV statement with the SEC and provide financial planning and related services to individual clients. Firms must have at least $500 million in assets under management as of December 31, 2022, to be included in the print edition of Financial Advisor magazine’s 2023 RIA survey. The stars in the recognition emblem do not represent any type of ranking or rating so it should not be assumed Total Wealth Planning received any star rating. Financial Advisor’s ranking comes at no cost to Total Wealth Planning; however, the firm did pay a licensing fee for use of FA’s digital badge. For more about the ranking methodology, please visit this link: http://www.advisoryhq.com/articles/advisoryhqs-methodology-for-selecting-top-advisors/
Third-party rankings and recognition from rating services or publications are no guarantee of future investment success. Working with a highly rated advisor does not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor or by any client nor are they representative of any one client’s evaluation. Generally, ratings, rankings, and recognition are based on information prepared and submitted by the advisor.
