Titan Retirement Advisors LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$260,000,000
Clients
208
Advisors
1
of 2 employees
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
Expertise
Occupation focus
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
5757 Flewellen Oaks Ln, Ste 601
Fulshear TX 77441
Advisors at this office
1
Most active in
Arizona · California · Illinois · Indiana · Nevada · North Carolina · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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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