T
Titan Wealth Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Clients per advisor
0
Average account size
—
About
Titan Wealth Management provides investment and advisory services principally to retirement plan sponsors and other institutional clients, while also offering wealth management and project-based financial planning to individual clients when requested. Services specifically described in the brochure include retirement plan consulting and discretionary plan management, participant education, vendor searches and analysis, and occasional educational seminars or speaking engagements.
The firm’s investment process emphasizes asset allocation using both passive and active vehicles, and it employs fundamental, technical, and mutual fund/ETF analysis when constructing portfolios. Titan may engage independent outside managers or sub‑advisors to implement strategies and conducts ongoing due diligence and monitoring of those managers while continuing to serve as the primary advisor and fiduciary for client accounts.
What distinguishes the firm from many peers is its explicit focus on pension consulting and participant education combined with the formal practice of recommending and selecting other advisers—services the brochure notes are relatively uncommon among investment-manager peers. The brochure also discloses that the firm is newly registered and had no assets under management at the time of filing, and that it operates on a fee‑only, percentage‑of‑AUM basis while not sharing in fees charged by recommended outside managers.
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Educational seminars or workshops
Expertise
Wealth management
Retirement plans for business owners (SEP, solo 401k)
Cash flow / budgeting
College savings (529s, UTMA, etc.)
Charitable giving & philanthropy
Occupation focus
Founder/Business Owner
Executive
Fee options
Fixed fees for Project-Based Financial Planning ranging from $1,000 to $5,000 depending on complexity.
$0 - $500,000: 1.25% $500,001 - $2,000,000: 1.00% $2,000,001 - $5,000,000: 0.85% $5,000,001 - $10,000,000: 0.75% $10,000,001+: Negotiable
Fee-only: Fee-only firm; no commissions or sales-related compensation received.
Main office location
Titan Wealth Management
4555 Lake Forest Drive
Cincinnati OH 45242, United States
Number of offices
1
Most active in
Titan Wealth Management has reported serving >5 clients in these states in the last 12 months.
Ohio
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:
-
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.
-
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.
-
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.
Forms ADV
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