William Phillip Santillo
Investment adviser representative at Total Wealth Planning and Management, Inc.
18 yearsExperience
1 stateRegistered in
$238.8MFirm assets
8 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
18 years in the industry.
- Total Wealth Planning and Management, Inc.Nov 2023 to now
- Unemployed/retiredApr 2023 to now
- JP Morgan ChaseSep 2008 to Apr 2023
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (FL).
Total Wealth Planning and Management, Inc.
$238.8MAssets managed
414Clients
8Advisers
8 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7950115
- Firm CRD
- 166664