Titletown Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Titletown Wealth Management serves individual and high-net-worth clients with discretionary and non-discretionary portfolio management, alongside financial planning and consulting services. The firm also offers access to insurance products through its principals and operates without a stated minimum account size.
Advisory work is tailored to client objectives, time horizons, and risk tolerances and employs approaches such as asset allocation, dollar‑cost averaging, technical analysis, and both long- and short-term holdings. Accounts are custodied primarily through Charles Schwab and LPL Financial and are reviewed at least quarterly by a designated firm reviewer.
The firm operates with a small advisory team managing roughly $150 million in client assets across a relatively large client base (about 459 clients), resulting in a high client-to-advisor ratio (over 200 clients per advisor), which is uncommon among peers. Titletown discloses that its principals are licensed insurance agents who may recommend commissionable products (and spend up to 30% of their time on that activity), receives transition assistance and platform services from LPL Financial (a disclosed potential conflict), and conducts periodic due diligence on service providers that use artificial intelligence or machine learning.
Client services
Expertise
Fee options
$500 to $7,500 per project for longer-term consulting projects
$0 - $500,000: 1.50% $500,000 - $1,000,000: 1.25% $1,000,000 - $3,000,000: 1.00% $3,000,000+: 0.75%
$200 - $300 per hour, negotiable based on client agreement
Main office
1221 Bellevue Street, Suite 102
Green Bay WI 54302
Advisors at this office
2
Most active in
Florida · Georgia · Texas · Wisconsin
Also doing business as
Key Financial Group Of Jacksonville, Inc. · Titletown Wealth Management, LLC
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:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
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.
Advisors at this firm
Adam G
Series 63, Series 65
Green Bay, WI
Titletown Wealth Management, LLC
Adam Gafner is a financial advisor at Titletown Wealth Management, LLC in Green Bay, WI, holding Series 63 and Series 65 licenses with 20 years of industry experience. He has worked at firms including Conceptual Financial Advisors, LLC, Woodbury Financial Services Inc., Bank Mutual, LPL Financial, and Associated Investment Services, Inc. In addition to his advisory role, he is an independent insurance agent involved in the sale of insurance products. Titletown Wealth Management serves individual and high-net-worth clients with portfolio management, financial planning, and consulting services. The firm employs various investment approaches tailored to client objectives and risk tolerances and manages roughly $150 million in client assets through a small advisory team.
Gary B
CFP®, Series 63, Series 65
Green Bay, WI
Titletown Wealth Management, LLC
Gary Brewton is a CFP® professional with over 21 years of experience in the financial services industry. He is currently with Titletown Wealth Management, LLC, where he has worked since 2020. His prior experience includes roles at Conceptual Financial Advisors, Woodbury Financial Services, Bank Mutual, LPL Financial, Wells Fargo Clearing, Associated Investment Services, and Chase Investment Services. Brewton is also licensed as a fixed insurance agent. Titletown Wealth Management serves individual and high-net-worth clients with portfolio management, financial planning, and consulting services, offering tailored advisory work without a stated minimum account size. The firm manages approximately $150 million in assets across a large client base and incorporates approaches such as asset allocation, dollar-cost averaging, and technical analysis.
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”)