Samuel Clifford Munhollon
Investment Adviser Representative at TOTAL WEALTH PLANNING AND MANAGEMENT, INC.
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Samuel Clifford Munhollon has worked in the securities industry since 1975. They have passed the Series 66, 63, 24, 15, 7, 5, 4, and 3 examinations. They are registered to provide investment advisory services in Oklahoma and Texas.
Registrations & licenses
Approximate fees
Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
| Asset tier | Annual rate |
|---|---|
| Up to $500,000 | 1.50% |
| $500,001 - $1,000,000 | 1.40% |
| $1,000,001 - $4,999,999 | 1.25% |
| $5,000,000 and above | 1.00% |
Total Wealth Planning AND Management, Inc. Form ADV Part 2A (Item 5), most recent annual amendment.
Employment history
Registration history as reported to FINRA, most recent first.
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
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