Firm
Total Wealth Services
Westlake Village, California
Fee-only
Total Wealth Services at a glance
- One of 1,191 fee-only firms based in California in the Wellspent graph.
- 7 advisors are listed here; 1 of 7 hold the CFP.
- Its Form ADV reports 6 employees and 150 individual clients, 103 of them high net worth.
- Its average account is about $536,000 (assets it manages divided by its 347 accounts).
Fee-only advisors in California · What fee-only advisors charge in California
Facts
| Based in | Westlake Village, California |
|---|---|
| Website | totalwealthservices.com |
| [email protected] | |
| Phone | (818) 309-3071 |
Total Wealth Services fees
Total Wealth Services doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets |
|---|---|
| Assets managed | $186 million |
| Individual clients | 47 |
| High-net-worth clients | 103 |
| Accounts managed | 347 |
| Employees | 6 |
| Planning clients | 101-250 |
| Registered with | The SEC (801-130563) |
| Financial planning | Offered |
| Form ADV filed | March 30, 2026 |
| SEC record | CRD 331833 |