Jonathan W. Andre

TOTAL WEALTH PLANNING

Cincinnati, OH 45241

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CRD#: 5767879

Professional summary

Jonathan William Andre, CFP®, who also goes by Jon Andre, is a registered financial advisor currently at TOTAL WEALTH PLANNING, LLC located in Cincinnati, Ohio.

Jonathan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Jonathan has worked at 2 firms .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jon Andre

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jonathan William Andre's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2007

Experience

Current

July 22, 2015 - Present

TOTAL WEALTH PLANNING, LLC

Office #1: 4665 Cornell Rd. Ste. 160, Cincinnati, OH 45241

RIA

CRD#: 174434

Cincinnati, OH

Past

July 29, 2011 - October 23, 2015

FINANCIAL MANAGEMENT GROUP INC

RIA

CRD#: 106068

CINCINNATI, OH

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

TOTAL WEALTH PLANNING, LLC

DRR PARTNERS LLC | TOTAL WEALTH PLANNING, LLC | TOTAL WEALTH PLANNING | FINANCIAL MANAGEMENT GROUP

CRD#: 174434 / SEC#: 801-80853

RIA

Registered Investment Advisory firm - (1/27/2015 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Ohio
(7/22/2015)

IAR

Texas
(7/22/2015)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Current Firm

TOTAL WEALTH PLANNING, LLC

DRR PARTNERS LLC | TOTAL WEALTH PLANNING, LLC | TOTAL WEALTH PLANNING | FINANCIAL MANAGEMENT GROUP

CRD#: 174434 / SEC#: 801-80853

RIA

Registered Investment Advisory firm - (1/27/2015 Approved)

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Contact information

Main Address

4665 Cornell Rd. Ste. 160, Cincinnati, OH 45241

Mailing Address

Phone number

(513) 984-6696

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (14 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A2B - DISCLOSURE BROCHURE AND BROCHURE SUPPLEMENTS (2/28/2025)

Regulatory assets under management

Total Number of Accounts	2,989
AUM (Assets Under Management)	$ 1,178,146,730

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
02/27/2024	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Jonathan W. Andre

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jonathan William Andre's CRS (Customer Relationship Summary).

Certified licenses

Experience

TOTAL WEALTH PLANNING, LLC

FINANCIAL MANAGEMENT GROUP INC

Primary Firm SEC Registration

TOTAL WEALTH PLANNING, LLC

State Registrations and Notice Filings

Exams

Current Firm

TOTAL WEALTH PLANNING, LLC

Contact information

SEC notice filing (14 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

TOTAL WEALTH PLANNING, LLC

TRUST BUT VERIFY

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