Tittmann & Rusch, LLC

The firm provides comprehensive financial planning primarily to business executives, both active and retired, and often performs work that clients receive as a corporate perquisite. New individual or couple clients are generally expected to meet a minimum net worth of $1 million or have income of $200,000 or more for each of the last two years.

Its planning process emphasizes corporate benefit utilization and personal financial modeling, using analytics to quantify compensation, project income, cash flow, and net worth, and to produce written recommendations; the firm will assist with implementation by coordinating with other advisors if asked. Investment work is oriented to longer-term asset mix decisions using top‑down and fundamental analysis, but the firm does not accept discretionary authority, custody client funds, or provide ongoing portfolio management.

Notable differences from many peers include billing on fixed fees or hourly rates rather than percentage-of-AUM charges and a deliberate focus on planning work rather than asset management. The principals hold CFP and insurance-related designations, and the brochure highlights a specialized analytic focus on valuing employer compensation and benefits, which is an uncommon emphasis for a small planning firm.