Samuel Munhollon
Total Wealth Planning and Management · Ponte Vedra, Florida
Samuel Munhollon 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 OK, TX · CRD 813056 |
| Exams passed | Series 63 (1980) · Series 66 (2006) |
| Firm size | 8 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.buzzsprout.com/617029 |
| Profile |
How Samuel'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 Samuel
Is Samuel Munhollon a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Samuel 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 Samuel charge for financial advice?
Samuel'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 Samuel Munhollon based?
Samuel Munhollon is based in Ponte Vedra, Florida.
Is Samuel Munhollon registered with the SEC?
Yes. Samuel Munhollon is registered as an investment adviser representative in OK and TX (CRD 813056), 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 Samuel Munhollon?
Through Samuel'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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