TOTAL WEALTH PLANNING LLC
1 known alias resolved via the canonical alias map
Market position · 2024
Plans served4-1 YoYRank #2460 of mapped providers
Assets under administration$6.8B0.0%Market share · rank #1568
Fees received$53,382Median $10,237/planSum across Schedule C direct + indirect
Net wins YoY-11 won · 2 lostPlan-level switch detection
Plans served · 5-year trajectory
Market-share plans percent annotated. Bar height is raw plan count.
Customer-base shape
What does a typical TOTAL WEALTH PLANNING LLC plan look like?
Service mix · median fees per plan
Count of plans where TOTAL WEALTH PLANNING LLC ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Investment advisory (participants); Direct payment from the planCode 26 | 3 | $12,399 | |
Other feesCode 99 | 1 | $5,090 |
Competitor overlap
Percent of TOTAL WEALTH PLANNING LLC's plans that also list each competitor on Schedule C. High numbers = co-living partners; low numbers = direct displacement targets.
Plans won in 2024
Appeared this year; did not appear last year under TOTAL WEALTH PLANNING LLC.
| Sponsor | From | Assets |
|---|---|---|
TRIHEALTH, INC.OH · 311438846-004 | AON CONSULTING | $1.4B |
Plans lost in 2024
Appeared last year under TOTAL WEALTH PLANNING LLC; not this year.
| Sponsor | To | Assets |
|---|---|---|
STANDARD TEXTILE CO., INC.OH · 310567297-001 | CHARLES SCHWAB & CO., INC. | $164M |
MERIEUX NUTRISCIENCES CORPORATIONIL · 431848483-001 | CHARLES SCHWAB & CO., INC. | $94M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
INDIANA UNIVERSITY HEALTH INC.IN · 351955872-005 | $4.5B | 51,880 | $27,818 | 2y | - |
TRIHEALTH, INC.OH · 311438846-004 | $1.4B | 19,369 | $5,090 | 1y | 1 |
FAEGRE DRINKER BIDDLE & REATH LLPMN · 410244008-033 | $773M | 1,928 | $12,399 | 3y | 1 |
MAKINO, INC.OH · 310352460-130 | $133M | 665 | $8,075 | 2y | - |
Flag exposure
75.0%Market: 89.2%
This provider
Market baseline
Share of this provider's plans tripping any deterministic red flag this year. Lower than market baseline = better risk surface.
Aliases resolved (1)
Raw Schedule C names collapsed into TOTAL WEALTH PLANNING LLC.
- TOTAL WEALTH PLANNING LLC
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /retirement size filter. Up-and-to-the-right on the bigger segments = moving up-market.
Under $5M$5-50M$50-250M$250M-1B$1B+
Compliance posture vs market
Per-flag share for TOTAL WEALTH PLANNING LLC's book against the same flag's overall prevalence across all filings. Negative delta = under-indexed (cleaner book); positive = elevated risk surface.
| Flag | Plans flagged | Provider % | Market % | Delta |
|---|---|---|---|---|
| Recently terminated | 0 | 0.00% | 7.76% | -7.76 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 0 | 0.00% | 1.71% | -1.71 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 2 | 50.00% | 1.76% | +48.24 pp |
| Loss discovered | 0 | 0.00% | 0.00% | -0.00 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with TOTAL WEALTH PLANNING LLC. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent