Featured Business Financial Advisor in Cincinnati, OH
Cincinnati Financial Advisors
Total Wealth Planning LLC.
4665 Cornell Rd, Suite 160
Cincinnati, OH 45241
(513) 984-6696
Advisor Profile
Dave Wilder
Name:  Dave Wilder
Phone Number:  (513) 984-6696
Website:  Visit Website
ADV Form II Link:
Available upon request.

About Total Wealth Planning LLC.

For over 30 years, our mission has been to place our clients' interests first, to provide comprehensive financial planning and investment management, and to be a premier provider of innovative and timely strategies that ensure every client meets their established lifetime objectives.
 

General Information

States Willing to do Business in:    Addyston,Alexandria,Amelia,Batavia,Bellevue,Blanchester,Camp Dennison,Cincinnati,Clarksville,Cleves,Covington,Dayton,Erlanger,Fairfield,Florence,Fort Thomas,Franklin,Ft Mitchell,Goshen,Hamilton,Harrison,Hebron,Hooven,Independence,Kings Mills,Latonia,Lebanon,Loveland,Maineville,Mason,Melbourne,Miamisburg,Miamitown,Middletown,Milford,Monroe,Morrow,New Richmond,Newport,North Bend,Okeana,Oregonia,Owensville,Oxford,Pleasant Plain,Seven Mile,Silver Grove,Somerville,South Lebanon,Springboro,Terrace Park,Trenton,Waynesville,West Chester,West Elkton,Williamsburg
Number of Years with Current Firm:    20
Years of Experience in Financial Services:    30
States Licensed in:    OH, KY, IL, IN, FL, TN, TX, CA, CO, AZ
Firm CRD#:    174434
CRD#:    2063597
I work with the following types of clients:    Non-Profit Organizations, Individual Investors
Work Experience:    Dave is Chief Investment Officer, serves as Senior Advisor for many client relationships and is a member of the Investment Policy Committee. He is a CERTIFIED FINANCIALPLANNER? and Certified Trust and Financial Advisor with thirty years of professional investment management and financial planning experience. He graduated from Villanova University with a Bachelor of Science, Accounting and a Master of Science, Taxation. His educational background also includes the College for Financial Planning and the Cannon Financial Institute. He began his career with the Vanguard Group, a leading mutual fund company, where he was a Senior Investment Advisor along with facilitating the creation of a new managed account service. His professional memberships include the National Association of Personal Financial Advisors, the Financial Planning Association, the Cincinnati Estate Planning Council, the American Bankers Association, and the Paladin Registry. He retired his service on the Finance and Investment Committee for the Cincinnati Association for the Blind and Visually Impaired, a non-profit community service organization. Dave is recognized as a Five-Star Advisor through Paladin Registry and as a 2008 Reuters Top Advisor. In 2009, Businessweek Ranked Dave as one of the Top 50 Independent Investment Advisors in the country.
Gender:    Male
 

Education

Academic Background
 
BS, Accounting - Villanova University
Masters, Taxation - - Villanova University
 

Services

I can meet clients in the following ways:    Video Conference, Via email, Via phone, At my office
Investment Types:    Real Estate, Annuities, Exchange Traded Funds (ETFs), Alternative Investments, Bonds, Mutual Funds, Stocks
 

Qualifications & Memberships

Securities Licenses:    (Not needed as an RIA), Series 65
Certifications, Accreditations & Designations:    Certified Trust and Financial Advisor (CTFA), CERTIFIED FINANCIAL PLANNER™ Certificant, Accredited Investment Fiduciary® (AIF)
Financial Organization Memberships:    Paladin Registry, Financial Planning Association (FPA), National Association of Personal Financial Advisors (NAPFA)
 

Firm Information

Assets Managed by Advisor:    $520M
Assets Managed by Firm:    $520M
Firm's Number of Managed Clients:    350
Firm's Number of Planning Clients:    275
Firm's Number of Clients:    350
 

Compliance

Criminal Disclosures in Last 5 years:    I have a clean record
Compliance Disclosures in Last 5 years:    I have a clean record
I am an acknowledged fiduciary:    Yes
Registered Investment Advisor:    Yes
 

Compensation and Fees

Minimum Portfolio Size for New Managed Accounts:    $5,000
Additional Details on Charges:    Fees vary depending on the service level provided, but typically average less than 1%.
Compensation Methods:    Based on Assets, Flat Fee
Fee Structure:    Fee Only
 
 
 
 
 
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