Craig
Meldahl
Total Wealth Planning And Management, Inc
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About this Advisor
Craig Meldahl is a financial advisor based out of Longboat Key, Florida with 2 years of relevant experience. Meldahl is currently employed by Total Wealth Planning And Management, Inc. Throughout their career, they have worked at Longboat Key Financial Group, LLC and Total Wealth Planning And Management, Inc. Meldahl maintains a Series 63 license, designating them as a securities representative, and is able to advise clients in Florida and Texas. Total Wealth Planning And Management, Inc is a business with a branch in Longboat Key, Florida. The investment advisory business has offices in seven locations and a total of eight employees. It oversees $164 million in assets under management among its 1,848 client accounts, making it one of the mid-sized investment advisory firms in the country by assets under management. The firm advises one charitable organizations. Of its 1,848 customer accounts, just 3% are associated with high-net-worth individuals who have more than $1 million in investable assets. Total Wealth Planning And Management, Inc provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. Financial advisory fees are based on the type of services offered. However, fee types charged by Total Wealth Planning And Management, Inc can include asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Total Wealth Planning And Management, Inc Brokerage Details
$163,801,736
8
1,848
$88,637
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops
Craig Meldahl Work History
Craig has been registered as a financial advisor for 2 years.*
Total Wealth Planning And Management, Inc
Longboat Key Financial Group, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Craig Meldahl to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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