William
Tomes
Total Wealth Planning And Management, Inc
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About this Advisor
William Tomes is a certified financial planner who works out of Ponte Vedra, Florida with a total of 10 years of relevant experience. Tomes works at Total Wealth Planning And Management, Inc. Tomes has gained experience at Raymond James Financial Services, Inc, Total Wealth Planning And Management, Inc and Raymond James Financial Services Advisors Inc. Tomes has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to advise clients in Florida, Pennsylvania and Texas. Total Wealth Planning And Management, Inc is a registered investment firm operating in Ponte Vedra, Florida. The company has offices in seven locations and a total of eight people on staff. It handles $164 million in assets under management across its 1,848 customer accounts, making it one of the mid-sized investment advisory firms in the nation by assets under management. The firm advises one charities and foundations. Of its 1,848 client accounts, just 3% are held by high-net-worth individuals who have at least $1 million in investable assets. The business offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. Financial management fees depend on which services the firm provides the client. However, fee types charged by Total Wealth Planning And Management, Inc likely include any blend of 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
William Tomes Work History
William has been registered as a financial advisor for 10 years.*
Total Wealth Planning And Management, Inc
Raymond James Financial Services, Inc
Raymond James Financial Services Advisors 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 William Tomes 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
Ponte Vedra, FL
Ponte Vedra, FL
Longboat Key, FL
Ponte Vedra, FL
Oklahoma City, OK
Ponte Vedra, FL
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
