Alexis Hongamen

TOTAL FINANCIAL PLANNING

Orlando, FL

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CRD#: 6755804

Professional summary

Alexis Hongamen, CFP® is a registered financial advisor currently at TOTAL FINANCIAL PLANNING, LLC located in Orlando, Florida.

Alexis is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Alexis has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

What are your service offerings?

Retirement Income Management

Retirement Planning

Debt Management

Investment Planning

Budgeting

Inheritance

Education Planning

Social Security Planning

Comprehensive Financial Planni...

Do you have an area of expertise or specialization?

College/Education Planning

Federal Employees

Hourly

Investment Advice with Ongoing...

Middle Income Client Needs

Retirement Plan Investment Adv...

Are you a "fiduciary"?

Yes

Aliases

None

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 Alexis Hongamen's 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: 2021

Experience

Current

March 29, 2017 - Present

TOTAL FINANCIAL PLANNING, LLC

RIA

CRD#: 286588

Orlando, FL

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

Florida
(3/29/2017)

IAR

Texas
(5/9/2017)

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

State Security Law Exam

IAR

Series 65

Date: 12/22/2016

Uniform Investment Adviser Law Examination

Current Firm

TOTAL FINANCIAL PLANNING, LLC

FEDERAL RETIREMENT INVESTMENT ADVISERS, LLC | TOTAL FINANCIAL PLANNING, LLC

CRD#: 286588 / SEC#:

Florida

Registered Investment Advisory firm - (3/29/2017 Approved)

Texas

Registered Investment Advisory firm - (5/9/2017 Conditional Restricted)

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Contact information

Main Address

Orlando, FL

Mailing Address

Phone number

(407) 900-1653

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	26
AUM (Assets Under Management)	$ 1,905,107

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.

Contact information

(xxx) xxx-xxxx

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Alexis Hongamen

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Alexis Hongamen's CRS (Customer Relationship Summary).

Certified licenses

Experience

TOTAL FINANCIAL PLANNING, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 12/22/2016

Current Firm

TOTAL FINANCIAL PLANNING, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

TOTAL FINANCIAL PLANNING, LLC

TRUST BUT VERIFY

Contact information

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