Marc
Wambaugh
Total Wealth Planning, LLC
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About this Advisor
Marc Wambaugh is a certified financial planner who works out of Cincinnati, Ohio who has 2 years of relevant experience. Wambaugh is an employee of Total Wealth Planning, LLC. During their career, the advisor has held roles at Cassady Schillerr Wealth Management and Total Wealth Planning, LLC. Wambaugh holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can operate in Ohio. Total Wealth Planning, LLC is an advisory business operating out of Cincinnati, OH. The investment advisory business has a total of 17 advisors. It has $866 million in assets across its 2,399 client accounts, making it one of the larger investment advisory firms in the United States by assets under management. Of its 2,399 client accounts, 54% are held by high-net-worth individuals who have greater than $1 million in investable assets. The advisory firm offers a few services, including financial planning services, portfolio management for individuals and small businesses and pension consulting services. Fees for financial advisory services typically vary depending on which service is provided. Fees charged by Total Wealth Planning, LLC likely consist 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
Marc Wambaugh Work History
Marc has been registered as a financial advisor for 2 years.*
Total Wealth Planning, LLC
Cassady Schillerr Wealth Management
*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 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
Cincinnati, OH
Cincinnati, OH
Carmel, IN
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.
