Craig Meldahl
Craig Meldahl is a registered investment advisor at Total Wealth Planning and Management, INC., based in Longboat Key, FL, with 52 years of industry experience. Craig operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Corporate Executives, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 2 more. Their firm serves 414 clients with $240M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.40% |
| $1.0M - $5.0M | 1.25% |
| $5M+ | 1.00% |
Fees are negotiable depending on client needs and situation complexity. Certain complex situations may be charged a maximum fee of 2.00%.
Fee Estimator
Location
Longboat Key, FL
Get directionsHistory
Regulatory History (3)
Customer Dispute
December 2015Regulatory
November 2015Customer Dispute
January 2005Employment History
Current Registrations
Total Wealth Planning and Management, INC.
Previous Registrations
Madison Avenue Securities, INC.Broker
Longboat Key Financial Group, LLC
Longboat Key Financial Group, LLC
Raymond James Financial Services
Raymond James Financial Services, INC.Broker
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Dean Witter Reynolds INC.Broker
Reynolds Securities, INC.Broker
A. G. Edwards & Sons, INC.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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