What is Total Wealth Planning?
Total Wealth Planning operates as a nationally recognized, fee-only financial advisory firm. The company specializes in providing comprehensive financial planning and investment management services tailored for business owners, executives, and retirees. A key area of focus for the firm is its fiduciary retirement plan services, which it aims to expand further to serve more small and medium-sized businesses.
How much funding has Total Wealth Planning raised?
Total Wealth Planning has raised a total of $150K across 1 funding round:
Debt
$150K
Debt (2020): $150K with participation from PPP
Key Investors in Total Wealth Planning
PPP
Public-Private Partnership
What's next for Total Wealth Planning?
The substantial late-stage funding indicates Total Wealth Planning is poised for significant scaling and market expansion. This capital injection will likely fuel strategic initiatives, potentially including the enhancement of its retirement plan services, broader outreach to its target demographics, and further development of its fiduciary offerings. The firm's commitment to a fee-only, fiduciary model positions it favorably for continued growth in an increasingly complex financial landscape.
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