Total Investment Planners, Inc. provides financial planning services to individuals, families, and businesses. Planning covers retirement, education, investments, taxes, insurance, employee benefits, and estate planning. The firm does not manage investments directly; investment management is handled separately through LPL Financial.
Assets Under ManagementN/A
ClientsN/A
Advisors4
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
- Financial plan - $375, depending on complexity
- Advice on other matters - $175/hour
One-Time Plan:$375
Hourly Rate:$175/hr
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