Kimberly Tomes is not listed as a control person, but directly owns under 5% of Total Wealth Planning and Management.
Total Wealth Planning and Management is an investment adviser, registered with the SEC since 2018. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients and charitable organizations. Its regulatory assets under management total $239 million, as filed on 22 April 2026. Its fees, ownership and offices are on the firm’s profile.
- CRD
- 6033741
- Firm
- Total Wealth Planning and Management · CRD 166664
- Role
- Owner
- In role since
- January 2018 · 8 years
- Control person
- Not listed
- Direct ownership
- Under 5%
- Firm headquarters
- Individual registration
- No current adviser record · SEC search
- Disciplinary history
- Not yet shown here · SEC record
Where does Kimberly Tomes work?
Kimberly Tomes has been Owner of Total Wealth Planning and Management, Inc. since January 2018.
How can I verify Kimberly Tomes’ record?
Kimberly Tomes’ role is listed on Total Wealth Planning and Management, Inc.’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 166664.