Total Wealth Planning And Management, Inc.
- Regulatory AUM
- $239M
- Discretionary
- $237M
- Clients
- 414
- Avg AUM / client
- $577K
- Accounts
- 412
- Employees
- 8
AUM over time
Annual snapshots from Form ADV filings · as of Apr 22, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 346 | $80.3M | 33.6% |
| High net worth individuals | 66 | $159M | 66.4% |
| Charitable organizations | 2 | $0 | — |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Faegre Drinker Retirement Savings Plan 2 Faegre Drinker Biddle & Reath Llp | 2024 | |
| Makino 401(k) Savings Plan Makino, Inc. | 2024 | |
| Iu Health 401(k) Savings Plan Indiana University Health Inc. | 2024 |
People (9)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| William Richard Tomes | President Cco | CFP | Jan 2013 (14y) | 75% or more |
| Tomes, Kimberly | Owner | Jan 2018 (9y) | Less than 5% | |
| Kim Tejls Mortensen | Registered representative | Jun 2013 (13y) | ||
| Janelle Marie Skelton | Registered representative | CFP | Oct 2021 (5y) | |
| Samuel Clifford Munhollon | Registered representative | Oct 2021 (5y) | ||
| Craig Douglas Meldahl | Registered representative | Nov 2021 (5y) | ||
| Reid T Winder | Registered representative | Nov 2021 (5y) | ||
| William Phillip Santillo | Registered representative | Jul 2024 (2y) | ||
| John Joseph Burke | Registered representative | Aug 2024 (2y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (3)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Faegre Drinker Retirement Savings Plan 2 | Faegre Drinker Biddle & Reath Llp | 1,274 | $773M | 01/01/2024 |
| Makino 401(k) Savings Plan | Makino, Inc. | 538 | $133M | 01/01/2024 |
| Iu Health 401(k) Savings Plan | Indiana University Health Inc. | 40,158 | $4.5B | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/22/2026 | 978 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
- • Other fees
- • SELECTION OF OTHER ADVISERS FEES
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
- • Educational seminars/workshops
Custody
Reported custodians
- Raymond James $234M (98% of AUM) Apr 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 22, 2026.
View current Form ADV (SEC/IAPD) ↗