Abigail C. Crouch

TOTAL WEALTH PLANNING

Cincinnati, OH 45241

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CRD#: 7935085

Professional summary

Abigail Caroline Crouch, who also goes by Abigail Crouch, Abigail Caroline Daly, Abigail Daly, is a registered financial advisor currently at TOTAL WEALTH PLANNING, LLC located in Cincinnati, Ohio.

Abigail is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Abigail has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Abigail Crouch | Abigail Caroline Daly | Abigail Daly

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 Abigail Caroline Crouch'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®

None

Experience

Current

July 1, 2024 - Present

TOTAL WEALTH PLANNING, LLC

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

RIA

CRD#: 174434

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
(7/1/2024)

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: 5/20/2024

Uniform Investment Adviser Law Examination

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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Abigail C. Crouch

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Abigail Caroline Crouch's CRS (Customer Relationship Summary).

Certified licenses

Experience

TOTAL WEALTH PLANNING, LLC

Primary Firm SEC Registration

TOTAL WEALTH PLANNING, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 5/20/2024

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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