Titan Retirement Advisors LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$260,000,000
This total excludes 175 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
208
24% high-net worth
Advisors
1
of 2 employees
Firm type
Team
4-10 advisors or $500M+ in AUM
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
208
Very HighAverage account size
$1,250,000
About
Titan Retirement Advisors provides asset management and retirement-plan services to a mix of individuals, high‑net‑worth clients, pension and profit‑sharing plans, companies, trusts and qualified retirement plans (including 401(k)/403(b)/501(c)(3) plans), and it also serves other investment advisers (RIAs). Its services include ongoing discretionary portfolio management, fiduciary retirement-plan consulting, 3(38) fiduciary management for plan sponsors, and participant education.
The firm typically builds diversified portfolios using ETFs and mutual funds and applies style‑box and time‑horizon analysis to implement model‑based allocations from its suite of Titan Choice model portfolios (e.g., Conservative, Growth, Target‑Date, and Retirement Income). Titan emphasizes strategic and tactical asset‑allocation approaches rather than market timing, provides discretionary management while allowing clients to impose reasonable restrictions, and offers non‑fiduciary education and benchmarking services for plan sponsors.
Titan’s profile is notable for managing $531 million in discretionary assets, a scale that creates a relatively high AUM‑per‑advisor profile compared with many team firms. It also distinguishes itself by routinely serving other RIAs as clients and by publishing occasional newsletters and offering public and sponsored workshops alongside ERISA‑focused fiduciary consulting and model portfolio implementation for retirement plans.
Client services
Portfolio management
Pension consulting
Newsletters or periodicals
Educational seminars or workshops
Expertise
Retirement plans for business owners (SEP, solo 401k)
Retirement income strategy
Active portfolio management
Options & derivatives strategies
Real estate investing
Occupation focus
Founder/Business Owner
Retired
Fee options
Hourly rate of $250 per hour for retirement plan services
Minimum fee: Typically a minimum $10,000 annual fee for retirement plan relationships billed on a fixed fee basis; typically minimum $1,000 fee for 3(38) fiduciary services Fee-only: Fixed annual fee, hourly fee or percentage of plan assets fee for Retirement Plan Services
Main office location
Titan Retirement Advisors LLC
5757 Flewellen Oaks Ln, Ste 601
Fulshear TX 77441, United States
Number of offices
1
Most active in
Titan Retirement Advisors LLC has reported serving >5 clients in these states in the last 12 months.
Arizona · California · Illinois · Indiana · Nevada · North Carolina · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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