Kim Mortensen
Total Wealth Planning and Management · Ponte Vedra, Florida
Kim Mortensen is a fee-only financial advisor at Total Wealth Planning and Management in Ponte Vedra, Florida. 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 | Ponte Vedra, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $238.8M across 412 accounts |
| SEC registration | Investment adviser representative in FL, NJ · CRD 4733622 |
| Exams passed | Series 66 (2004) |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | www.buzzsprout.com/617029 |
How Kim'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 Kim
Is Kim Mortensen a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Kim 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 Kim charge for financial advice?
Kim'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 Kim Mortensen based?
Kim Mortensen is based in Ponte Vedra, Florida.
Is Kim Mortensen registered with the SEC?
Yes. Kim Mortensen is registered as an investment adviser representative in FL and NJ (CRD 4733622), 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 Kim Mortensen?
Through Kim'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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