wiseradvisor

Dave Wilder
Total Wealth Planning LLC.

Tel: (513) 984-6696
4665 Cornell Rd
Suite 160
Cincinnati, OH 45241
Total Wealth Planning LLC. | Financial Advisor in Cincinnati ,OH

About Total Wealth Planning LLC.

For over 30 years, our mission has been to place our clients' interests first, to provide comprehensive financial planning and investment management, and to be a premier provider of innovative and timely strategies that ensure every client meets their established lifetime objectives.


General Information

Firm Start Year:   1989
No.of Employees:   10-19
States Licensed in:   OH, KY, IL, IN, FL, TN, TX, CA, CO, AZ
Number of Years with Current Firm:   20
Work Experience:   Dave is Chief Investment Officer, serves as Senior Advisor for many client relationships and is a member of the Investment Policy Committee. He is a CERTIFIED FINANCIALPLANNER? and Certified Trust and Financial Advisor with thirty years of professional investment management and financial planning experience. He graduated from Villanova University with a Bachelor of Science, Accounting and a Master of Science, Taxation. His educational background also includes the College for Financial Planning and the Cannon Financial Institute. He began his career with the Vanguard Group, a leading mutual fund company, where he was a Senior Investment Advisor along with facilitating the creation of a new managed account service. His professional memberships include the National Association of Personal Financial Advisors, the Financial Planning Association, the Cincinnati Estate Planning Council, the American Bankers Association, and the Paladin Registry. He retired his service on the Finance and Investment Committee for the Cincinnati Association for the Blind and Visually Impaired, a non-profit community service organization. Dave is recognized as a Five-Star Advisor through Paladin Registry and as a 2008 Reuters Top Advisor. In 2009, Businessweek Ranked Dave as one of the Top 50 Independent Investment Advisors in the country.
I work with the following types of clients:   Individual Investors, Non-Profit Organizations


Services

Investment Types:   Alternative Investments, Stocks, Mutual Funds, Bonds, Exchange Traded Funds (ETFs), Annuities, Real Estate
I can meet clients in the following ways:   Via email, Via phone, At my office, Video Conference


Qualifications & Memberships

Financial Organization Memberships:   Paladin Registry, Financial Planning Association (FPA), National Association of Personal Financial Advisors (NAPFA)


Firm Information

Firm's Number of Clients:   350
Firm's Number of Planning Clients:   275
Firm's Number of Managed Clients:   350
Assets Managed by Firm:   $520M
Assets Managed by Advisor:   $520M


Compliance

Registered Investment Advisor:   Yes
I am an 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


Compensation and Fees

Fee Structure:   Fee Only
Minimum Portfolio Size for New Managed Accounts:   $5,000
Compensation Methods:   Based on Assets, Flat Fee
Additional Details on Charges:   Fees vary depending on the service level provided, but typically average less than 1%.


Education

Bachelor's of Science - Accounting  Villanova University - Villanova, Pennsylvania
September 1985-May 1989

Master's - Taxation  Villanova University - Villanova, Pennsylvania
September 1996- April 2001



Faqs

  • Do you have a customer satisfaction or refund policy? We offer a satisfaction guarantee for initial Wealth Management Review.
  • What are your qualifications? What is your education background? Dave is Chief Investment Officer, serves as Senior Advisor for many client relationships and is a member of the Investment Policy Committee. He is a CERTIFIED FINANCIALPLANNER™ and Certified Trust and Financial Advisor with twenty years of professional investment management and financial planning experience and has a Master’s in Taxation.
  • What is your approach to financial planning? We provide a comprehensive Wealth Management Review which will provide a concise, customized review of your current financial position, prioritize areas of financial importance to you, and quantify what needs to be done for successfully accomplishing your financial goals and objectives.
  • What services do you offer? The Wealth Management Review includes Tax Reduction Planning, Investment Advisory Services, College Planning and Selection, Retirement Planning, Employee Benefits Review, Cash Flow and Debt Management, Estate and Trust Planning, Succession and Business Planning for Successful Small Businesses, Risk Management and Insurance Planning, Lifetime Goal Setting and Implementation.
  • How many clients do you currently manage? We manage approximately 320 client relationships.
see more
Dave Wilder

Dave Wilder

CERTIFIED FINANCIAL PLANNER™ Certificant, CTFA, AIF

As Chief Investment Officer, Dave chairs Total Wealth
Planning's Investment
Policy Committee and leads and manages the investment
management team. He is primarily responsible for investment
research, preparing and communicating Total Wealth Planning's
economic and investment outlook.

As Principal, Dave is responsible for investment advice, with
extensive client contact and client-relationship management.
He has a Master’s in Tax Law (MST) from Villanova University
and is a CFP®, a Certified Trust and Financial Advisor (CTFA),
and a Certified Exit Planning Advisor (CEPA). Dave’s
background and experience includes:

25+ years professional investment management and financial
planning experience, including 12 years with The Vanguard
Group as a senior investment advisor within the managed
account service.

Professional Memberships in the National Association of
Personal Financial Advisors (NAPFA), Financial Planning
Association, Cincinnati Estate Planning Council, and the
American Bankers Association.

Serves on the Finance and Investment Committee for the
Cincinnati Association for the Blind and Visually Impaired
Five-Star Advisor through Paladin Registry; 2008 Reuters Top
Advisor; Bloomberg Business Week magazine, a 2011 Top 50 Most
Experienced Advisors in the United States.

Villanova University Bachelor of Science, Accounting

Dave enjoys time with his family of three children. He coaches
softball/baseball and spends time outdoors skiing, scuba
diving, hiking and running.

My Services

Financial Advice & Consulting

At Total Wealth Planning, we believe in delivering extraordinary, personalized service. We are both morally and legally bound to place clients’ interests first. We listen to our clients goals and use our real-life experience and expert advice to deliver an extra-mile client experience.

My Team

Robert  Lemmons
Robert Lemmons CFP, CPA, AIF, CEPA
As Director of Financial Planning, Rob is responsible for every client’s financial planning experience with Total Wealth Planning. His team’s unique, comprehensive discovery process helps clients set specific financial and personal goals and objectives. A Principal, Rob’s professional passion drives developing a customized, strategic Wealth Management Review for every client. His credentials cover: 20+ years of financial planning, investment advice and tax reduction strategies to afflu ...more

Office Hours

wiseradvisor-balck-li-img Mon. 9:00 AM - 6:00 PM
wiseradvisor-balck-li-img Tue. 9:00 AM - 6:00 PM
wiseradvisor-balck-li-img Wed. 9:00 AM - 6:00 PM
wiseradvisor-balck-li-img Thu. 9:00 AM - 6:00 PM
wiseradvisor-balck-li-img Fri. 9:00 AM - 6:00 PM

Communities Served

Addyston Alexandria
Amelia Batavia
Bellevue Blanchester
Camp Dennison Cincinnati
Clarksville Cleves
Covington Dayton
Erlanger Fairfield
Florence Fort Thomas
Franklin Ft Mitchell
Goshen Hamilton
Harrison Hebron
Hooven Independence
Kings Mills Latonia
Lebanon Loveland
Maineville Mason
Melbourne Miamisburg
Miamitown Middletown
Milford Monroe
Morrow New Richmond
Newport North Bend
Okeana Oregonia
Owensville Oxford
Pleasant Plain Seven Mile
Silver Grove Somerville
South Lebanon Springboro
Terrace Park Trenton
Waynesville West Chester
West Elkton Williamsburg

Compensation Arrangements

Visa MasterCard

Awards & Recognitions

Five Star Advisor - Paladin Registry
(01/01/2006)

The Registry is a free resource for individual investors who are seeking 5-Star rated planners and advisors who provide competent, ethical financial advice.… more


NAPFA Registered Investment Advisor
(01/01/2004)

The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.… more

Social Networks

tweeter facebook linkedin google plus