Small_dave_696lr

PALADIN RESEARCH REPORT FOR:

David Wilder

Badge7

View Findings Report

Telephone Advisor
513.984.6696

I. Snapshot

A. Registry Member
  • Since 2005
B. Years of Experience
  • 26
C. College Degrees
  • Villanova - Accountancy
  • Villanova - Master's in Taxation (MST)
D. Certifications
  • AIF®, CEPA, CFP®, MST
E. Financial Fiduciary
  • Yes
F. Business Philosophy
  • Read Business Philosophy

    We embrace the fiduciary standard, putting our clients’ interests first, and are passionate about helping our clients achieve their most valued lifetime goals and objectives and to realize financial peace of mind. We serve clients as an integrated group of professionals functioning among three specialized teams encompassing financial planning, investment management, and client services/operations. View our video here: http://vimeo.com/90028083

G. Asset Requirement
  • $250,000

II. Contact Information

A. Key Contact
B. Main Location
  • 4665 Cornell Rd, Suite 160
    Cincinnati, Ohio, 45241
C. Additional Locations
  • Memphis, Tennessee
    Chicago, Illinois
D. Telephone
  • 513.984.6696

III. Internet

A. Visit Website
B. Social Connections
C. View Articles

IV. Firm(s)

A. Name of Firm
  • Total Wealth Planning
B. Relationship to Firm
  • Owner
C. Name of RIA
  • Total Wealth Planning
D. Name of Broker/Dealer
  • None
E. Name(s) of Custodian(s)
  • Schwab

V. Credentials

A. Years of Financial Experience
  • 26 Years
B. College, Degrees, Years
  • Villanova - Accountancy
  • Villanova - Master's in Taxation (MST)
D. Financial Industry Associations (Active Memberships)
  • Financial Planning Association
  • National Association of Personal Financial Advisors
  • Institute of Certified Bankers
E. Firm Credentials
  • Number of professionals 10
  • Average years of experience 100
  • Combined degrees 10
  • Combined certifications 15

VI. Registration, Licensing,
Compliance

A. RIA/IAR Registration
  • RIA
B. Type of RIA Registration
  • SEC
C. Industry Licenses
  • Did Not Answer
D. Registration & License Numbers
  • CRD: 174434
  • IARD: 174434
  • Insurance: None
E. State Licences
  • Investment Products for Commission: All 50 States
F. Compliance Record (Investment)
  • No Disclosures
G. Compliance Record (Insurance)
  • No Disclosures
H. Criminal Disclosure(s)
  • None
I. Additional Disclosure(s)
  • None
J. View our ADV(s)
K. Links

VII. Business Data & Practices

A. Business Philosophy
  • Read Business Philosophy

    We embrace the fiduciary standard, putting our clients’ interests first, and are passionate about helping our clients achieve their most valued lifetime goals and objectives and to realize financial peace of mind. We serve clients as an integrated group of professionals functioning among three specialized teams encompassing financial planning, investment management, and client services/operations. View our video here: http://vimeo.com/90028083

B. Minimum Asset Requirement
  • $250,000
C. Number of Current Clients
  • 325
D. Assets (Management, Advisement)
  • $378,000,000
E. Methods of Compensation
  • Fixed Fee
  • Asset-Based Fee
F. Methods of Communication
  • Face-to-Face Meetings
  • Telephone
  • Email
  • Skype/Voice
G. Types of Reports (Frequency)
  • Performance (Quarterly)
  • Brokerage Statement (Monthly)
  • Market Environment (Semi-Annually)
  • Newsletters (Monthly)
H. Second Language(s)
  • None
I. Value Statement
  • View Value Statement
    Please contact me for a no obligation, introductory meeting to learn more about our services and to assess how we can be most helpful. We establish long term working relationships with our clients which requires that we demonstrate added value each year. We provide independent and objective advice in comprehensive manner, integrating financial planning and investment making decisions together, to ensure you are able to meet your lifetime goals and objectives.

VIII. Clients & Services

A. Types of Clients
  • Business Pension Plans
  • Business (Taxable)
  • Endowments & Foundations
B. Types of Financial Services
  • Planning Advice & Services
  • Investment Advice & Services
  • Insurance Products
  • Tax Advice & Services
C. Discretionary Asset Management
  • Discretionary and Non-Discretionary
D. Limited Engagement Services
  • Financial Plan Reviews
  • Investment Portfolio Reviews

IX. Certification

Advisor Name
  • David Wilder
Most Recent Update:
  • Jan 11, 2017

Other