Alexis Hongamen, CFP®️, CRPC®️

Trust. Safety. Integrity. Service. Expertise to Rewrite your Future

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Total Financial Planning Alexis Hongamen, CFP®️, CRPC®️
Orlando, FL

Serving Clients Nationwide

Trust. Safety. Integrity. Service. Expertise to Rewrite your Future

4 Certified Advisor Reviews™
5 out of 5 Stars
Jump to Reviews

Areas of Focus

  • Education Funding
  • Investment Management
  • Retirement Planning

About Alexis Hongamen, CFP®️, CRPC®️

My name is Alexis Hongamen and I'm a CERTIFIED FINANCIAL PLANNER™ professional. I take great joy in helping everyday families achieve their financial goals.

I work with families needing assistance with the following:

✅ Pre-Retirement Planning
✅ Retirees
✅ Federal Employees and Retirees
✅ Military Personnel and Veterans
✅ College Education Planning
✅ Investment Management
✅ Budget and Debt

➕ More About Alexis Hongamen:

Since Alexis was a teen, he has had interest in the investment markets and what is known today as personal financial planning.

After 25 years as a an electrical engineer at NASA, Alexis followed his other passion and founded his own financial planning firm to enable people from all walks of life set goals and achieve their financial dreams .

Alexis had found there were a limited number of Financial Planners that provided service to those not deemed high net worth individuals. In addition, many in the industry had conflicts of interest that did not allow them to provide true objective and unbiased advice.

Alexis is a true fiduciary and is only compensated by his clients, and does not accept compensation in any capacity from third parties. He takes pride in putting his clients first and assisting them in making decisions that will impact their retirement, college planning or whatever financial goals they have.

Alexis graduated from the University of Miami with a Bachelor of Science degree in Electrical Engineering. He also holds Master’s of Science degrees from Florida Tech and The University of Central Florida. He also holds a certificate in financial planning from the Boston Institute of Finance. Finally, he has a certificate as a retirement planning counselor from The College of Financial Planning.

His professional licenses and certifications include the following:

✅ Uniform Investment Adviser (Series 65)
✅ CERTIFIED FINANCIAL PLANNER™ professional
✅ Chartered Retirement Planning Counselor™ certification

Professional Designations

  • CERTIFIED FINANCIAL PLANNER ®
  • Chartered Retirement Planning Counselor (CRPC)

Affiliations

  • Financial Planning Association
  • Garrett Planning Network
  • National Association of Personal Financial Advisors

Primary Location

1120 Bella Vida Blvd, Orlando, FL 32828

Meeting Options

  • Video Conference
  • In-Person
  • Phone

Compensation Methods

  • Fee Only
  • Hourly Rate
  • One-time Financial Plan
  • Percentage of Assets Managed

What to expect in the first meeting

Click the 'Book Intro Call' button above to schedule a free introductory call at a time that fits your schedule. We'd love to speak to you about your retirement needs! I look forward to speaking with you.

Offers Investment Management

Yes

About Total Financial Planning

Why Total Financial Planning?

✅ Focus on Retirement, College Planning and Federal Employees: My firm's focus is helping clients with their retirement and college planning needs. In addition, I am also well versed in the needs of federal employees and their retirement system (FERS). I have personal first-hand experience with the complexities of the federal retirement system. I have the knowledge, experience and tools to assist in preparing financial plans for my clients.

✅ Knowledge and Certifications: I am a CERTIFIED FINANCIAL PLANNER™ professional, the standard of excellence in financial planning. CFP® professionals meet rigorous education, training and ethical standards, and are committed to serving their clients' best interests today to prepare them for a more secure tomorrow.

I am also a Chartered Retirement Planning Counselor. This is a designation for financial professionals, who are focused on retirement planning for individuals and define a “road map to retirement.” I focus on clients’ pre- and post-retirement needs, as well as issues related to asset management and estate planning.

✅ A passion for financial advice: I don’t consider my service to you a job. It is a passion of mine. I enjoy putting together financial plans and then executing them with my clients. I receive great joy in seeing my clients’ goals come to fruition.

✅ Personalized service: As a client of the firm, you will be personally dealing with me. You will not be dealing with a different advisor, agent or representative when you call. I take the responsibility of looking over your finances very seriously. I will oversee your investments as I would for a family member.

✅ Low minimum for investment management: I have no set investment minimums for managing your money. Other firms require at least $250,000 to actively manage your portfolio.

✅ As an Investment Advisor Representative, I am required to act in your best interests at all times. I am also required to identify and disclose any conflicts of interest and compensation with you. I operate with full transparency.

✅ We don’t “sell” you anything: I don’t sell insurance, annuities or any other financial product. I don’t receive any compensation from any outside entities. I manage your investments and personally put together financial plans for you. That is all. If you require insurance or annuity products I can provide you unbiased advice to determine the best product for your needs.

✅ Independent advice: As an independent investment adviser, I am not beholden to a parent company deciding which equities or investment products to recommend. I am free to choose the best investments for my clients.

✅ Uncompromised integrity: I do not need a code of ethics to remind me to distinguish between right and wrong. My promise to you is I will put the client first. I will not compromise my integrity by providing recommendations unfit for my clients because of outside compensation by third parties.

✅ Transparency in fees: I charge a simple fee for preparing a financial plan for you, or a fee as a percentage of the assets I manage, or an hourly fee. That’s it.

✅ Constant monitoring of your investments: I have a passion for what I do. You investments won’t be reviewed every six months to determine if their performance is adequate. I will frequently assess performance and make changes as they are feasible. Please note that performance of an investment is never guaranteed.

Education

University of Central Florida, Master's degree, Industrial Engineering | Florida Institute of Technology, Master's degree, Space Systems Management | University of Miami, Bachelor's degree, Electrical Engineering

Who We Serve

  • Baby Boomers
  • Couples
  • Dual Income Family
  • Government Employees
  • Living in Retirement
  • Military

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A good pick

✅ Wealthtender Certified Advisor Review™
Sep 8, 2025
It can be a bit unnerving to choose a financial advisor when you have been making all investment decisions on your own. I have done well enough with those decisions, but I had no strategic plan. I was not sufficiently diversified, had way too much money in CDs (which were barely keeping up with inflation), and didn't know enough about annuities and my life insurance policy to make intelligent decisions. My initial meeting with Alexis went very well, with the exchange of a lot of information, history, goals and comfort levels. He explained his services and we agreed to move forward with a preliminary plan, with each of us having assigned tasks (homework) to fill in the gaps of missing information. Eventually, all the questions were answered and all the required information was obtained, and Alexis went to work creating a very detailed and complete financial plan to match my specific needs, with diversified investments and an appropriate level of risk management. He took into account my own preferences as well as making a number of solid recommendations himself. I am extremely pleased with the results of changes I have made in adhering to the devised plan, and am pleased that my financial future is now on more solid footing, ensuring a bright outlook for my retirement and sizable inheritance for my estate. I highly recommend Alexis Hongamen and Total Financial Planning to anyone seeking financial planning. You will find Alexis is dedicated to exceptionalism and client satisfaction.
Relationship to Financial Advisor: Client as of Sep 8, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Richard Breitlow
Richard Breitlow

Amazing for the average Joe

✅ Wealthtender Certified Advisor Review™
Aug 30, 2025
Myself only working in creative jobs all my life. Numbers, and Financial planning I was clueless. I did the basics 401k and savings, watching my credit cards to be paid off. Retirement in the future, I had no Idea how to making everything work. Alexis has the patience of a Saint explaining the process and how to make what you have works in the future. Also tech support with tech challenged person like myself. He is just an amazing good guy. Creating a plan for your future and adjusting it With any personal circumstances that arise.
Relationship to Financial Advisor: Client as of Aug 30, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Joe Higham
Joe Higham

The Perfect Fit!

✅ Wealthtender Certified Advisor Review™
Aug 29, 2025
We had a fantastic experience working with Alexis. He was incredibly thorough, taking the time to really dive deep into our current assets and investments, understand our lifestyle and expenses, and get a clear sense of our approach to risk and spending. He came back with a thoughtful, easy-to-follow analysis, investment recommendations, and a timeline for managing everything in a way that maximizes opportunities and reduces taxes. We truly felt heard and supported throughout the process. We’d absolutely recommend him to anyone looking for a financial planner who combines expertise with genuine care.
Relationship to Financial Advisor: Client as of Aug 29, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Suzanne
Suzanne

Alexis Hongamen Rocks!!

✅ Wealthtender Certified Advisor Review™
Aug 28, 2025
Alexis is extremely good at explaining financials in everyday terms and never gets frustrated if we ask things repeatedly. His knowledge is excellent and, if he doesn't know an answer, he researches and gets back to us. His rate of return for us has been far superior to our last financial advisor. He cares and gives great advice. We highly recommend Alexis!
Relationship to Financial Advisor: Client as of Aug 28, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
Avatar for Tami Richards
Tami Richards