Total Wealth
Total Wealth is a fee-only boutique RIA in West Des Moines, Iowa, delivering integrated wealth management, financial planning, tax preparation, business planning, and estate planning services to individuals, families, entrepreneurs, and divorce-transition clients.
- Company typePrivate
- Founded2015
- HeadquartersWest Des Moines, United States
- Headcount1–10
- GTM typeB2C
- OfferingServices
What Total Wealth does
Total Wealth is a boutique, fee-only registered investment advisor headquartered in West Des Moines, Iowa, that delivers integrated wealth management, financial planning, tax preparation, business planning, and estate planning services to individuals, families, entrepreneurs, business owners, and clients navigating divorce transitions. The firm was founded by Logan Queck and operates with a small team of 4-5 professionals, drawing on multi-disciplinary credentials (CFP, Enrolled Agent, in-house insurance expertise) and serving clients predominantly through virtual/remote channels.
The firm's core product is the proprietary "Total Wealth Alignment" process, which packages financial planning, tax, and investment advisory into a single engagement. Its underlying technology stack is composed of standard fintech SaaS: Altruist serves as primary custodian platform with Charles Schwab as an alternative, Right Capital provides financial planning software, and DocuSign, Zoom, and Box support document, meeting, and workflow operations. No proprietary technology platform, AI/ML capability, or in-house engineering function is evident.
Revenue is generated through a hybrid fee structure combining flat fees, hourly fees, and percentage-based AUM fees, with tax preparation priced at $175-$300 for standard returns and $50-$250 per additional schedule. The firm pursues a community-engagement go-to-market, including library-based financial education events, and has expanded its ecosystem through a subsidiary holding company, Business Machine, led by Logan Queck.
Total Wealth firmographics
Firmographics- Name
- Total Wealth
- Legal name
- Total Wealth
- Website
- https://totalwealthdsm.com
- Company type
- Private
- Founded year
- 2015
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- Total Wealth is a fee-only boutique RIA in West Des Moines, Iowa, delivering integrated wealth management, financial planning, tax preparation, business planning, and estate planning services to individuals, families, entrepreneurs, and divorce-transition clients.
- Ownership category
- akta.pro rank
Total Wealth industry classification
Industry- Product category
- Wealth Management Services
- NAICS
- Trust, Fiduciary, and Custody Activities (523991), Trusts, Estates, and Agency Accounts (52592)
- SIC
- Finance Services (6199)
- akta.pro primary industry
- Financial Planning & Goals-Based Advice (Mass Affluent) (FSAAAAAF)
- akta.pro secondary industries
- Private Wealth Planning (Tax, Estate & Succession) (FSAAABAE), Full-Service Retail Brokerage & Wealth Platforms (FSAAAAAA)
Keywords
Where Total Wealth is headquartered
LocationHeadquarters
- HQ city
- West Des Moines
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Total Wealth business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales, Others
Revenue model
- Wealth Management Fees: Compensation through flat fees, hourly fees, percentage-based fees, or a combination depending on client life stage and assistance needs. Percentage-based fees are charged on assets under management.
- Tax Preparation Services: Tax preparation services for individuals and small businesses with straightforward pricing: Single/HOH starting at $175-$200, Married Filing Jointly at $250-$300. Additional fees for Schedules C, E, and F ranging $50-$250 depending on complexity.
- Financial Planning Fees: Introductory planning fees for creating comprehensive Total Wealth Roadmap with no obligation to continue working with the firm. Planning fees charged separately from implementation.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Unit Pricing | Pay-as-you-go | Tax Preparation - Single/HOH |
| Unit Pricing | Pay-as-you-go | Tax Preparation - Married Filing Jointly |
| Unit Pricing | Pay-as-you-go | Business Tax Preparation (Schedules C, E, F) |
| Hybrid | Annual | Wealth Management - Customized Fee Structure |
Go-to-market motion2 records
Distribution channels2 records
Marketing channels4 records
Total Wealth product offering
Product offeringCore offering
Total Wealth is a boutique wealth management firm that delivers integrated financial planning, investment management, and tax preparation services to individuals and families. Its service areas include cashflow planning, investing, insurance/risk management, estate planning, tax planning and preparation, business planning, and charitable giving, all coordinated through a proprietary Total Wealth Alignment process that produces a single One Wealth Roadmap for each client.
Product overview
Total Wealth is a boutique wealth management firm offering a unified, coordinated approach to financial planning. Their core offering is the Total Wealth Alignment process, which integrates seven key service areas: Cashflow Planning, Investing, Insurance/Risk Management, Estate Planning, Tax Planning, Business Planning, and Charitable Giving. Additional services include Tax Preparation (add-on), the One Wealth Roadmap Assessment (initial planning tool), and Educational Events. The firm acts as the central coordinator for clients' complete financial teams, integrating with Altruist for custodian services and client portfolio access, Right Capital for planning, Charles Schwab for investment accounts, and Box/Zoom/DocuSign for document management and communications.
Differentiator
Problem solved
Functional benefit
Brands
- Total Wealth Alignment: The company's financial planning process that pulls every piece of a client's financial life into one clear direction, coordinating taxes, legal, and beneficiary decisions.
Products and services
- Cashflow Planning
- Investing
- Insurance/Risk Management
- Estate Planning
- Tax Planning
- Business Planning
- Charitable Giving/Philanthropy Guidance on charitable giving strategies and philanthropic planning integrated into the client's overall wealth and tax plan.
- Tax Preparation
- One Wealth Roadmap Assessment An introductory assessment engagement that produces a written One Wealth Roadmap for prospective clients, serving as the on-ramp to the Total Wealth Alignment process.
- Total Wealth Alignment The firm's flagship ongoing advisory engagement, coordinating financial planning, investment management, and tax preparation under a single integrated roadmap for the client.
- Educational Events Free and paid workshops, webinars, and topical education sessions hosted by Total Wealth for prospects and clients on financial planning, retirement, taxes, and related topics.
Quantifiable outcome
- Only 30% of small businesses successfully sell - Total Wealth helps business owners prepare to be in the successful 30%
- +2 more outcomes
Companies that use Total Wealth
Customer profileNamed customers4 records
Segments4 records
Ideal customer profiles4 records
Total Wealth technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration6 records
Feature3 records
Total Wealth partnerships and signals
Strategic signalPartnerships
Four partnerships are on record, tiered core and minor.
- AltruistcoreAltruist serves as the primary custodian for client investments. The Altruist app provides clients with the ability to review portfolio performance, electronically sign and approve requests, and move money between bank and savings accounts. Altruist is described as combining simplicity with functionality.
- Charles SchwabcoreCharles Schwab serves as an alternative custodian for client accounts, providing access to Schwab's trading and investment platform through client login.
- Right CapitalcoreRight Capital provides financial planning software used by Total Wealth to deliver comprehensive financial plans and retirement income planning to clients.
- Sleep in Heavenly Peace (SHP)minorTotal Wealth actively supports Sleep in Heavenly Peace, a charity that builds and delivers beds to children in need. The local Des Moines chapter delivered around 500 beds in 2023. Total Wealth and clients contribute time and resources to the charity annually.
Scale indicators2 records
Recent moves6 records
Expansion highlights5 records
Total Wealth competitors and assessment
Company assessmentBroad incumbents
- Personal Capital (Empower): Digital wealth management platform combining online tools with human advisor access for mass-affluent clients. Comparable tech-enabled planning approach at much larger scale.
- Edelman Financial Engines: Largest U.S. independent RIA serving mass-affluent and workplace clients with planning-led advice. Broad incumbent competitor that exemplifies scale advantages Total Wealth must compete against.
- Carson Group: Large Omaha-based RIA platform serving independent advisors with coaching, technology, and back-office support. Comparable as a mass-affluent wealth management platform, though at significantly larger scale.
- Mariner Wealth Advisors: Large national RIA offering comprehensive financial planning, estate, and tax services. Comparable comprehensive-wealth-management positioning but at significantly larger scale.
- Fisher Investments: Large privately held investment manager serving high-net-worth and mass-affluent clients. Broad incumbent with overlapping retirement and portfolio management offerings.
- Focus Financial Partners: RIA aggregator partnering with independent wealth management firms nationwide. Represents both a potential acquirer pathway and a competitive threat via partner firms with similar mass-affluent positioning.
- Schwab Wealth Advisory: Charles Schwab's fee-based advisory service for retail investors, leveraging Schwab custody and planning tools. Direct platform competitor to Total Wealth's Schwab-integrated model.
Direct peers
- Facet Wealth: Tech-enabled flat-fee financial planning firm targeting mass-affluent clients with virtual CFP® advice. Direct competitor to Total Wealth's fee-only, virtual, comprehensive planning model.
Regional players
- Savant Wealth Management: Midwest-based RIA with offices across Illinois, Wisconsin, and Iowa offering comprehensive wealth management. Comparable mid-market RIA serving similar demographic segments in adjacent geography.
- Honkamp Group: Iowa-based wealth management and accounting firm offering coordinated tax, financial planning, and business advisory services. Closest geographic and service-model peer to Total Wealth.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat3 records
Key risks6 records
Key highlights7 records
Customer concentration
Total Wealth social profiles
Digital presenceTotal Wealth financial estimates
Financial estimateRevenue estimate
Valuation estimate
Total Wealth leadership team
Management profileNumber of profiles
Profiles4 records
Total Wealth subsidiaries and ownership
Company hierarchySubsidiaries1 record
Total Wealth funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Total Wealth M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Total Wealth
What does Total Wealth do?
Total Wealth is a boutique wealth management firm that delivers integrated financial planning, investment management, and tax preparation services to individuals and families. Its service areas include cashflow planning, investing, insurance/risk management, estate planning, tax planning and preparation, business planning, and charitable giving, all coordinated through a proprietary Total Wealth Alignment process that produces a single One Wealth Roadmap for each client.
Is Total Wealth a public or private company?
Total Wealth is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Total Wealth founded?
Total Wealth was founded in 2015. It employs 1 to 10 people.
Where is Total Wealth based?
Total Wealth is headquartered in West Des Moines, United States, in the North America region.
How does Total Wealth make money?
Three revenue lines are on record. Wealth Management Fees are the primary driver. The others are tax Preparation Services and financial Planning Fees.
Who are Total Wealth's main competitors?
Broad incumbents on record are Personal Capital (Empower), Edelman Financial Engines, Carson Group, Mariner Wealth Advisors, Fisher Investments, Focus Financial Partners and Schwab Wealth Advisory. Facet Wealth is listed as a direct peer. Regional players are Savant Wealth Management and Honkamp Group.
Does Total Wealth have an API?
No public API is recorded for Total Wealth.
What industry is Total Wealth in?
Total Wealth's product category is Wealth Management Services. Its primary akta.pro industry code is FSAAAAAF, Financial Planning & Goals-Based Advice (Mass Affluent), with a secondary code of FSAAABAE, Private Wealth Planning (Tax, Estate & Succession). Its NAICS code is 523991 and its SIC code is 6199.