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Anthony Price, AIF®
Total Wealth Advisors LLC

Tel: 612-817-3727
809 Mainstreet
Hopkins, MN 55343
Total Wealth Advisors LLC | Financial Advisor in Hopkins ,MN

Wealth Management You Can Trust


About Anthony Price

Tony has been in the investment business for 26 years, spending 22 years at Piper Jaffray as an equity trader and the most recent four years here at Total Wealth Advisors.

While at Piper Jaffray, he was an institutional equity trader and ran the desk for five years. During that time, he spoke daily to other traders, analysts, and portfolio managers for some of the world's largest mutual funds and hedge funds. He was brought explicitly into our firm due to his experience and knowledge of financial markets. His specialties include retirement planning, portfolio management, and overall wealth management.

He is a graduate of the University of Minnesota (economics), and while not studying the market, he can be found at the baseball field watching his two teenage sons play.


About Total Wealth Advisors LLC

We have a solutions-oriented approach for client's wealth management needs. We strive to provide the highest level of personal service while adhering to the strictest standards of fiduciary excellence. We build trusted, long term relationships that give our clients and edge in an increasingly complex world.

At Total Wealth Advisors, our goal is to give you complete control of your Total Wealth Picture. We respect the wishes of each client and our mission is to help you create and control your Total Wealth Picture. Often financial advisors focus on one thing like the best product or stock to invest in, ours is to focus on your total financial well being.

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General Information

Firm Start Year:   1922
Work with the following types of clients:   Non-Profit Organizations, Individual Investors, Businesses, Investment Clubs
Advisory Services Provided:   Money Management, Wealth Management, 401K Rollovers, Retirement Planning, Portfolio Management, Financial Planning, Risk Management, Investment Advice & Management, Financial Advice & Consulting, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Estate Planning & Trusts

Services

Investment Types:   Mutual Funds, Exchange Traded Funds (ETFs), Bonds, Stocks, Socially Responsible Investments (SRI)
Can meet clients in the following ways:   Your Home, Our Office, Phone, Your Office, Email, Video Conference

Compensation and Fees

Fee Structure:   Fee-Only
Compensation Methods:   Based on Assets
Fee % Based on Assets:   Negotiable
Minimum Fee Charged for Managed Accounts:   n/a
Minimum Fee Charged for Hourly Planning Accounts:   n/a

Financial Services

Financial Planning for Businesses

I provide financial planning for businesses, both small and mid-sized amongst many services.

Financial Planning for Individuals

I provide financial planning for both individuals and families, amongst many services.

Financial Advice & Consulting

I provide financial advice and consulting, amongst many services, to individuals and families

Portfolio Management

I provide portfolio management, amongst many services, to individuals and families

Retirement Planning

I provide retirement planning, amongst many services, to individuals and families

401K Rollovers

I provide help with 401k rollovers, amongst many services, to individuals and families

Education Funding and Planning

I provide education funding and planning, amongst many services, to individuals and familes

Investment Advice & Management

I provide investment advice and management, amongst many services, to individuals and families

Wealth Management

I provide wealth management, amongst many services, to individuals and families

Risk Management

I provide risk management, amongst many services, to individuals and families

Money Management

I provide money management, amongst many services, to individuals and families


FAQs

Why should I choose you as my financial advisor?

Every client is treated as its own unique entity. We tailor every portfolio to fit the client. I like to communicate regularly with my clients, with quarterly updates and an annual long term financial plan discussion.

What are your qualifications? What is your education background?

AIF® certification, series 65 license, 27 years of industry experience, Bachelor's degree from University of Minnesota

How are you compensated? How will I pay for your services?

fee-based based on AUM

How many clients do you currently manage?

approx. 45

Will you be the only person working with me?

myself and our administrative assistants

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Disclosures

WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest.

Additional Detailed Disclosures

https://www.wiseradvisor.com/disclosure/1890830/wiseradvisor-total-wealth-advisors-llc-detailed-disclosure.html

Compliance

Registered Investment Advisor:

Yes


Acknowledged fiduciary:

Yes


Compliance Disclosures in Last 5 years:

I have a clean record


Criminal Disclosures in Last 5 years:

I have a clean record


Communities Served

Twin Cities and surrounding suburbs (Minnesota)
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