Marc
Wambaugh
Total Wealth Planning, LLC
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About this Advisor
Marc Wambaugh is a financial advisor based in Cincinnati, Ohio, working with Total Wealth Planning, LLC. Marc has previously held positions at Total Wealth Planning, LLC and Cassady Schiller Wealth Management. Marc has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Ohio. Currently, Marc is part of Total Wealth Planning, LLC, which operates out of Cincinnati, Ohio. The firm has one 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
Marc Wambaugh Work History
Total Wealth Planning, LLC
Cassady Schillerr Wealth Management
Disclosures
Please visit the SEC profile of Marc Wambaugh 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
Carmel, IN
Cincinnati, OH
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