Titan Wealth Advisory, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Titan Wealth Advisory, LLC, formed and registered in 2026, provides co‑advisor asset management by placing clients with a third‑party manager, Gradient Investments, and offers financial planning to asset‑management clients at no additional charge. Its client types are described as individuals, high‑net‑worth clients, and trusts or estates, and advisory services are billed as a percentage of assets managed through the third‑party manager.
Titan assists clients in selecting appropriate model portfolios and retains discretionary authority to select and maintain those models, while the third‑party manager executes trades and determines specific security holdings. Portfolios placed with the manager commonly use no‑load mutual funds, exchange‑traded funds, individual equities and money market funds, and client accounts are reviewed at least quarterly.
The firm is wholly owned and supervised by a single managing member who also serves as chief compliance officer, and as of April 2, 2026 reported no assets under management. The managing member is a licensed insurance agent (approximately ten percent of his time) and the firm receives a portion of Gradient Investments’ management fees and may participate in incentive payments; these affiliations and fee‑sharing arrangements are disclosed and identified as potential conflicts mitigated by the firm’s disclosure practices and fiduciary policies.
Client services
Expertise
Fee options
$300 flat fee for Client Directed Accounts
$0+: 1.00% $0+: 1.50% $0+: 1.60% $0+: 1.75% $0+: 0.60% $0+: 0.40% $0+: 0.50% $0+: 0.75%
Investment Advisor Representatives receive commissions from sales of insurance products
Minimum fee: $300 flat fee per Client Directed Account Fee-only: Financial planning services are provided at no additional cost for asset management clients
Main office
5800 Foxridge Dr, Suite 107
Mission KS 66202
Advisors at this office
2
Most active in
Kansas · Missouri · 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 active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
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.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)