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William Richard Tomes

President - CcoTotal Wealth Planning and Management, Inc.CRD 2300545

About William Richard Tomes

William Richard Tomes is listed as President - Cco at Total Wealth Planning and Management, Inc.. Form ADV reports a beneficial ownership band of Over 75%.

Reported ownership

Owns Over 75% of Total Wealth Planning and Management, Inc.
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does William Richard Tomes work?

William Richard Tomes is listed as President - Cco at Total Wealth Planning and Management, Inc. on SEC Form ADV.

How much of Total Wealth Planning and Management, Inc. does William Richard Tomes own?

Form ADV reports a beneficial ownership band of Over 75%.

Total Wealth Planning and Management, Inc.

TitlePresident - Cco
OwnershipOver 75%
Control personYes
Since2013