A complete list of active advisors currently associated with Titan Wealth Advisory, LLC
Warmer can help you find a great advisor at Titan Wealth Advisory, LLC or one who fits your needs even better.
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.
To learn more about the advisors currently working at Titan Wealth Advisory, 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 |
|---|---|---|
Mission, KS
| 3
| |
Mission, KS
| 9
|
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