Joseph DePascale
Total Financial Management · Poland, Ohio
Joseph DePascale is a fee-only financial advisor at Total Financial Management in Poland, Ohio, who holds the CFP and PFS credentials. Total Financial Management reports charging a percentage of assets and hourly fees on its Form ADV.
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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 |
| Credentials | CFP · PFS |
| SEC registration | Investment adviser representative in OH, PA, TX · CRD 6768428 |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | mytotalfinancial.com |
How Joseph's firm compares
- Total Financial Management's average account is about $286,000, from its Form ADV (assets managed divided by 314 accounts).
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Questions about Joseph
Is Joseph DePascale a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Joseph 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 Joseph charge for financial advice?
Joseph's firm, Total Financial Management, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Joseph DePascale based?
Joseph DePascale is based in Poland, Ohio.
What credentials does Joseph DePascale hold?
Joseph DePascale holds the CFP and PFS credentials.
Is Joseph DePascale registered with the SEC?
Yes. Joseph DePascale is registered as an investment adviser representative in OH, PA and TX (CRD 6768428), 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 Joseph DePascale?
Through Joseph'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.
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