Samuel
Munhollon
Total Wealth Planning And Management, Inc
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About this Advisor
Samuel Munhollon is a financial advisor who works in Ponte Vedra, Florida who has 2 years of industry experience. Munhollon is an advisor for Total Wealth Planning And Management, Inc. Munhollon has gained experience at Hilltop Securities, Inc, Cabot Lodge Securities LLC, Vista Investment Partners, Lt. Governor'S Invitational Turkey Hunt Committee, Oklahoma Station Chapter Safari Club International, Oklahoma Wildlife Management Association, Sky Dance Bridge Business Professionals, The Park At Hidden Creek Home Owners Association and Total Wealth Planning And Management, Inc. Munhollon holds Series 63 and Series 66 licenses, qualifying them as a securities agent, and can work in Oklahoma and Texas. Total Wealth Planning And Management, Inc is an advisory firm operating in Ponte Vedra, Florida. The firm has offices in seven locations and a total of eight employees. It handles $164 million in total assets across its 1,848 client accounts, placing it among the mid-sized financial advisory firms in the United States by assets under management. The firm advises one charities and foundations. Of its 1,848 accounts, just 3% are held by high-net-worth individuals who have greater than $1 million in assets. The advisory firm provides a broad range of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. Fees charged by financial advisors largely vary depending on the services. However, fee types charged by Total Wealth Planning And Management, Inc most likely 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
Samuel Munhollon Work History
Samuel has been registered as a financial advisor for 2 years.*
Total Wealth Planning And Management, Inc
The Park At Hidden Creek Home Owners Association
Sky Dance Bridge Business Professionals
Oklahoma Wildlife Management Association
Lt. Governor'S Invitational Turkey Hunt Committee
Oklahoma Station Chapter Safari Club International
Cabot Lodge Securities LLC
Vista Investment Partners
Hilltop Securities, Inc
*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 Samuel Munhollon to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Total Wealth Planning And Management, Inc
Ponte Vedra, FL
Ponte Vedra, FL
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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