# Total Financial Planning, LLC

> Total Financial Planning, LLC is a state-registered investment advisory firm, registered since 2017, reporting under $25 million in regulatory assets under management in its Form ADV filing dated July 19, 2026.

- CRD: 286588
- Filed as: TOTAL FINANCIAL PLANNING, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Florida
- Filing period: October 2026
- Form ADV filing dated: July 19, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/286588
- AdvisorCensus page: https://advisorcensus.com/firm/total-financial-planning-llc-286588

## Quick answers

**How is Total Financial Planning, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Total Financial Planning, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Is Total Financial Planning, LLC registered with the SEC or a state?**
Total Financial Planning, LLC is a state-registered investment advisory firm, registered since 2017. Status as filed: APPROVED. CRD 286588.

**How much does Total Financial Planning, LLC manage?**
Total Financial Planning, LLC reports $2,517,593 in regulatory assets under management in its Form ADV filing dated July 19, 2026 (100% discretionary).

**What types of clients does Total Financial Planning, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (9).

**Does Total Financial Planning, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/286588

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $2,517,593
- Discretionary: $2,517,593
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 9 | $2,517,593 |
| High net worth individuals | 0 | Not reported |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
- Educational seminars/workshops

### Firm details
- Registered since: 2017 (9 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- directory.garrettplanningnetwork.com/united-states/orlando/member/alexis-hongamen-cfp-reg-crpc-reg
- feeonlynetwork.com/financial-advisor/alexis-hongamen
- letsmakeaplan.org/find-a-cfp-professional/certified-professional-profile/d310e25e-f92d-479e-8c78-4553a14de3c7
- totalfinancialplanning.com
- wealthtender.com/financial-advisors/alexis-hongamen
- Facebook @Total-Financial-Planning- LLC

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Total Financial Planning, LLC (CRD 286588): Form ADV filing data as of October 2026.
