Amelia
West
Total Wealth Planning, LLC
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About this Advisor
Amelia West is a certified financial planner operating out of Carmel, Indiana with a total of 1 year of relevant experience. West is currently employed by Total Wealth Planning, LLC. Throughout their career, they have worked at Commonwealth Financial Network, Goldstein Group Financial Advisors, LLC, Total Wealth Planning, LLC and Howell Financial Advisors, Inc. West holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to work in Indiana. Total Wealth Planning, LLC is a business operating out of Cincinnati, OH. It has a total of 17 advisors. It has $866 million in assets under management between its 2,399 client accounts, placing it among the bigger financial advisory firms in the country by assets under management. Of its 2,399 customer accounts, 54% are held by high-net-worth investors who have at least $1 million in investable assets. The business has a few services, including financial planning services, portfolio management for individuals and small businesses and pension consulting services. Fees for financial management typically vary depending on the services offered. However, fee types charged by Total Wealth Planning, LLC can include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Total Wealth Planning, LLC Brokerage Details
$866,130,352
17
2,399
$361,038
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Amelia West Work History
Amelia has been registered as a financial advisor for 1 years.*
Total Wealth Planning, LLC
Howell Financial Advisors, Inc
Commonwealth Financial Network
Goldstein Group Financial Advisors, 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 Amelia West 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, LLC
Cincinnati, OH
Cincinnati, OH
Cincinnati, OH
Carmel, IN
Cincinnati, OH
Cincinnati, OH
Cincinnati, OH
Cincinnati, OH
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.
