Total Financial Management, LLC fees
Financial planner in Poland, Ohio. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated February 27, 2026, Total Financial Management, LLC (Poland, OH) charges $100-$500 an hour and a flat or project fee from $350 for financial planning.
- Website: mytotalfinancial.com (opens in new tab)
- Call (330) 707-1919
- Brochure (PDF) (opens in new tab)
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 27, 2026. Fees can change.
- Hourly rate
- $100-
$500/hr Runs from below the Ohio median of $250 to above it.
“Depending on the complexity of the Client’s situation, the Advisor will charge a financial planning fee on an hourly basis at a rate ranging from $100 to $500 per hour.”
- Flat or project fee
- From $350
Starts at $350; the Ohio median is $3,625.
“The minimum total planning fee is $350.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- None stated in the brochure
- Credentials held at the firm
- CFP® professional (opens in new tab) and CPA
- Team size
- 2 employees
- Registered since
- 2017 (9 years)
How Total Financial Management, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees may be negotiable at the sole discretion of the Advisor.”
- “Retirement plan advisory fees are generally paid monthly in arrears, pursuant to the terms of the retirement plan advisory agreement.”
- “Fees may be negotiable depending on the size and complexity of the Plan.”
About Total Financial Management, LLC
- Founded: 2013 (13 years).
Firm details from Form ADV
- How the firm is paid
- Hourly fees, flat or fixed fees, and a percentage of assets under management
- Clients
- 184
- Works with
- Individuals, high net worth individuals, and charities
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers
- Assets managed
- $90 million
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of February 27, 2026
- CRD number
- 287489 (opens in new tab)
- Phone
- (330) 707-1919
Registered in 2 states: Ohio, Pennsylvania
Other planners in Poland that publish fees
- Iron Gate Wealth Advisors, LLCPolandHourly up to $200/hr, Flat $200-$2,000
More planners in Ohio that publish fees
- EntryPoint Wealth ManagementCincinnatiHourly $300/hr, Flat from $5,000
- Russo Investment ManagementCincinnatiHourly $350/hr
- Hughes Financial Group, LLCPerrysburgHourly $150/hr
- Hamilton CapitalColumbusFlat $2,500
- Ridgeline Wealth Planning LLCCentervilleHourly $400/hr, Quarterly $500/qtr
- Family Life Financial PlanningMentorFlat up to $2,500, Monthly $100-$300/mo
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.