Jackie Dierickx
Total Financial Management · Poland, Ohio
Jackie Dierickx is a fee-only financial advisor at Total Financial Management in Poland, Ohio. Total Financial Management reports charging a percentage of assets and hourly fees on its Form ADV.
Request an introduction to Jackie →
Facts
| Firm | Total Financial Management |
|---|---|
| Based in | Poland, Ohio |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $90.0M across 314 accounts |
| SEC registration | Investment adviser representative in OH, PA · CRD 8200617 |
| Exams passed | Series 65 (2025) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | mytotalfinancial.com |
| Profile |
How Jackie's firm compares
- Total Financial Management's average account is about $286,000, from its Form ADV (assets managed divided by 314 accounts).
Request an introduction to Jackie
Tell Jackie a little about what you're looking for. Jackie isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Jackie
Is Jackie Dierickx a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jackie holds no broker registration, and Total Financial Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jackie charge for financial advice?
Jackie's firm, Total Financial Management, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Jackie Dierickx based?
Jackie Dierickx is based in Poland, Ohio.
Is Jackie Dierickx registered with the SEC?
Yes. Jackie Dierickx is registered as an investment adviser representative in OH and PA (CRD 8200617), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Total Financial Management manage?
Total Financial Management reports $90.0M across 314 accounts in assets under management.
How do I contact Jackie Dierickx?
Through Jackie's website, mytotalfinancial.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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 : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.