A complete list of active advisors currently associated with Titan Retirement Advisors LLC
Warmer can help you find a great advisor at Titan Retirement Advisors LLC or one who fits your needs even better.
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.
To learn more about the advisors currently working at Titan Retirement Advisors 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.
Name |
Location |
Years of experience |
|---|---|---|
Fulshear, TX
| 14
|
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