Jared
Hatfield
Total Wealth Planning, LLC
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About this Advisor
Jared Hatfield is a financial advisor who works out of Cincinnati, Ohio with a total of 4 years of relevant experience. Hatfield works at Total Wealth Planning, LLC. During their career, Hatfield has held roles at Total Wealth Planning, LLC, Lendkey, Marriott, United Dairy Farmers, The Web and Fairfield Middle School. Hatfield has a Series 65 license, certifying them as an investment advisor representative, and can advise clients in Ohio. Total Wealth Planning, LLC is an advisory business operating out of Cincinnati, OH. It has a total of 17 people on staff. It manages $866 million in assets among its 2,399 customer accounts, making it one of the larger firms in the nation by assets under management. Of its 2,399 customer accounts, 54% belong to high-net-worth clients who have at least $1 million in assets. The advisory firm provides a set of services, such as financial planning services, portfolio management for individuals and small businesses and pension consulting services. Fees for financial advice largely are based on the services offered. However, fees charged by Total Wealth Planning, LLC can be comprised of some combination of 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
Jared Hatfield Work History
Jared has been registered as a financial advisor for 4 years.*
Total Wealth Planning, LLC
Lendkey
Marriott
United Dairy Farmers
The Web
Fairfield Middle School
*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 Jared Hatfield 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
Cincinnati, OH
Cincinnati, OH
Carmel, IN
Cincinnati, OH
Cincinnati, OH
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