Joel Alan Musser
JM
CFP
Joel Alan Musser
JM
CFP

Joel Alan Musser

10 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingEstate PlanningEducation PlanningTax Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
588 advisors
Number of Clients
43,706 clients
Average Client Portfolio
$773K average
Assets Under Management
$33.8B

Fee Structure

Minimum Investment:$50K
Financial Planning:Included in AUM fee
Loading...

Contact

Joel Alan Musser
JM
Joel Alan Musser

Location

4665 Cornell Rd., Ste. 160, Cincinnati, OH, 45241

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Employment History
Current Registrations
Cwm, LLC
November 2025 - Present · 3 mos
Total Wealth Planning, LLC
July 2015 - Present · 10 yrs 7 mos
State Registrations1 state
OH
Advisor
Exams
No exam information available for this advisor.
Additional Information

As a member of the Financial Planning team at Total Wealth Planning, Joel advises clients through our comprehensive financial planning approach. Joel has been influential in assisting clients to achieve their financial goals since graduating from Hillsdale College in 2007. Prior to joining Total Wealth Planning, he performed financial planning through the retail Private Banking divisions at JP Morgan Chase Bank and PNC Bank. Joel is driven by a passion for people and the ability to have a positive impact on their personal and financial lives. Born and raised in Cincinnati, Joel loves spending time with his wife and their 5 kids. In a rare free moment, he also enjoys competitive sports and playing music.

Joel Alan Musser
JM
Contact
Joel Alan Musser