Holden
Varvel
Total Wealth Planning, LLC
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About this Advisor
Holden Varvel is a financial advisor based in Cincinnati, Ohio, working with Total Wealth Planning, LLC. Holden has previously held positions at Total Wealth Planning, LLC, Penn Mutual Life Insurance Co, Apokaradokia, Revolve LLC, Lee University, Directv, and United Building Materials. Holden has passed the Series 65 regulatory exam and is registered to provide services in Ohio. Currently, Holden is part of Total Wealth Planning, LLC, which operates out of Cincinnati, Ohio. The firm has 1 office and 17 employees. The firm manages assets totaling $1.1 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and pension consulting services. The fee structure at Total Wealth Planning, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Total Wealth Planning, LLC Brokerage Details
$1,055,357,153
17
2,642
$399,454
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Holden Varvel Work History
Total Wealth Planning, LLC
Penn Mutual Life Insurance Co
Apokaradokia
Revolve LLC
Lee University
Directv
United Building Materials
Lee University
Disclosures
Please visit the SEC profile of Holden Varvel 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
Carmel, IN
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