A complete list of active advisors currently associated with Titan Wealth Advisory, LLC

Warmer can help you find a great advisor at Titan Wealth Advisory, LLC or one who fits your needs even better.

Titan Wealth Advisory is an independent, state‑registered, single‑advisor firm that provides asset management through a co‑advisor arrangement with a third‑party manager and offers financial planning to its asset management clients at no extra charge. It generally serves individuals, high‑net‑worth clients, and trusts or estates and does not impose a minimum account size. The firm places clients into model portfolios composed of no‑load mutual funds, ETFs, individual equities and money‑market instruments; Titan selects appropriate models and maintains model-level discretion while the third‑party manager executes security selection and trading. Client accounts are custodied by qualified custodians, reviewed at least quarterly, and Titan does not routinely trade individual securities or vote proxies on client holdings. Distinctive features include an affiliation with an insurance business: the firm’s principal is a licensed insurance agent who devotes roughly 10% of his time to insurance activities and receives commissions from insurance product sales, a relationship disclosed as a potential conflict of interest. The firm also shares in third‑party manager fees and participates in a tiered incentive arrangement tied to AUM thresholds, arrangements that are disclosed to clients and may affect manager selection.

To learn more about the advisors currently working at Titan Wealth Advisory, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.