Paladin Research Report For:

Dave Wilder

Total Wealth Planning LLC.

4665 Cornell Rd
Suite 160
Cincinnati, OH 45241

About Dave Wilder

For over 30 years, our mission has been to place our clients' interests first, to provide comprehensive financial planning and investment management, and to be a premier provider of innovative and timely strategies that ensure every client meets their established lifetime objectives.

See Disclosures

General Information

Firm Start Year
  • 1989
No. of Employees
  • 10-19


Qualifications & Membership

Firm Information

Compensation and Fees


Bachelor's of Science - Accounting
  • Villanova University
    September 1985 -May 1989
Master's - Taxation
  • Villanova University
    September 1996 - April 2001

Disclosures provides referrals to financial professionals. is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for to make these referrals, resulting in a conflict of interest.

Additional Detailed Disclosures

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