Janelle Skelton
Total Wealth Planning and Management · Oklahoma City, Oklahoma
Janelle Skelton is a fee-only financial advisor at Total Wealth Planning and Management in Oklahoma City, Oklahoma, who holds the CFP credential. Total Wealth Planning and Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Total Wealth Planning and Management |
|---|---|
| Based in | Oklahoma City, Oklahoma |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $238.8M across 412 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in OK, TX · CRD 1965022 |
| Exams passed | Series 63 (1990) · Series 65 (2000) |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | www.buzzsprout.com/617029 |
How Janelle's firm compares
- Total Wealth Planning and Management's average account is about $580,000, from its Form ADV (assets managed divided by 412 accounts).
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Questions about Janelle
Is Janelle Skelton a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Janelle 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 Janelle charge for financial advice?
Janelle'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 Janelle Skelton based?
Janelle Skelton is based in Oklahoma City, Oklahoma.
What credentials does Janelle Skelton hold?
Janelle Skelton holds the CFP credential.
Is Janelle Skelton registered with the SEC?
Yes. Janelle Skelton is registered as an investment adviser representative in OK and TX (CRD 1965022), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
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 Janelle Skelton?
Through Janelle's website, www.buzzsprout.com/617029.
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.
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