# Craig Meldahl

> Craig Meldahl is a fee-only financial advisor at Total Wealth Planning and Management in Longboat Key, Florida. Total Wealth Planning and Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/craig-meldahl/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Total Wealth Planning and Management
- **Based in:** Longboat Key, Florida
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $238.8M across 412 accounts
- **CRD:** 331504 (https://adviserinfo.sec.gov/individual/summary/331504)
- **SEC registration:** Investment adviser representative in FL, TX
- **Exams passed:** Series 63 (1987)
- **Firm size:** 8 employees
- **Disclosures:** Reported; see the SEC record
- **Website:** https://www.buzzsprout.com/617029

## Frequently asked questions

### Is Craig Meldahl a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Craig holds no broker registration, and Total Wealth Planning and Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Craig charge for financial advice?

Craig's firm, Total Wealth Planning and Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Craig Meldahl based?

Craig Meldahl is based in Longboat Key, Florida.

### Is Craig Meldahl registered with the SEC?

Yes. Craig Meldahl is registered as an investment adviser representative in FL and TX (CRD 331504), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.

### How much does Total Wealth Planning and Management manage?

Total Wealth Planning and Management reports $238.8M across 412 accounts in assets under management.

### How do I contact Craig Meldahl?

Through Craig's website, www.buzzsprout.com/617029.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/331504): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.