# Total Wealth Planning and Management, Inc.

> Total Wealth Planning and Management, Inc. is an SEC-registered investment advisory firm in Ponte Vedra Beach, FL, registered since 2018, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated April 22, 2026.

- CRD: 166664
- Filed as: TOTAL WEALTH PLANNING AND MANAGEMENT, INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Ponte Vedra Beach, FL
- Filing period: October 2026
- Form ADV filing dated: April 22, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/166664
- AdvisorCensus page: https://advisorcensus.com/firm/total-wealth-planning-and-management-inc-ponte-vedra-beach-fl-166664

## Quick answers

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

**Where is Total Wealth Planning and Management, Inc. located?**
Total Wealth Planning and Management, Inc.'s principal office is in Ponte Vedra Beach, FL, according to its Form ADV.

**Is Total Wealth Planning and Management, Inc. registered with the SEC or a state?**
Total Wealth Planning and Management, Inc. is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 166664.

**How much does Total Wealth Planning and Management, Inc. manage?**
Total Wealth Planning and Management, Inc. reports $238,791,843 in regulatory assets under management in its Form ADV filing dated April 22, 2026 (99% discretionary).

**How have Total Wealth Planning and Management, Inc.'s assets and staff changed since 2021?**
In the Form ADV data for Total Wealth Planning and Management, Inc.: Regulatory assets under management: $99,802,121 in the October 2021 data and $238,791,843 in the October 2026 data, up 139%. Total employees: 4 in October 2021 and 8 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Total Wealth Planning and Management, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (346); high net worth individuals (66); charitable organizations (2).

**Which custodians does Total Wealth Planning and Management, Inc. use?**
Total Wealth Planning and Management, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Raymond James & Associates, Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Total Wealth Planning and Management, Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/166664

**Does Total Wealth Planning and Management, Inc. state an account minimum?**
Its Form ADV Part 2A brochure dated April 22, 2026 says: "There is no account minimum."

**What changed in Total Wealth Planning and Management, Inc.'s recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 8 to 7. Regulatory assets under management went from $203,935,965 to $238,791,843 (+17%).

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated April 22, 2026)

- Account minimum: None

> There is no account minimum.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Raymond James & Associates, Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $238,791,843
- Discretionary: $237,237,750
- Non-discretionary: $1,554,093

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 346 | $80,267,288 |
| High net worth individuals | 66 | $158,524,555 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 2 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops

### Firm details
- Registered since: 2018 (8 years)
- Employees: 8 total, 7 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: AK, FL, GA, NC, NH, NJ, NY, OK, PA, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- buzzsprout.com/617029
- totalwpm.com
- LinkedIn @janelle-skelton-cfp®-67958913
- LinkedIn @sammunhollon

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $99,802,121 | 4 | February 1, 2021 |
| October 2022 | $173,772,373 | 8 | June 14, 2022 |
| October 2023 | $163,801,736 | 8 | February 15, 2023 |
| October 2024 | $178,332,651 | 9 | August 23, 2024 |
| October 2025 | $203,935,965 | 9 | June 3, 2025 |
| October 2026 | $238,791,843 | 8 | April 22, 2026 |

Regulatory assets under management: $99,802,121 in the October 2021 data and $238,791,843 in the October 2026 data, up 139%.
Total employees: 4 in October 2021 and 8 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 8 to 7.
- Regulatory assets under management went from $203,935,965 to $238,791,843 (+17%).

### January 2026
- Employees performing advisory functions went from 9 to 8.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Total Wealth Planning and Management, Inc. (CRD 166664): Form ADV filing data as of October 2026.