Tittmann & Rusch, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides comprehensive financial planning primarily to business executives, both active and retired, and often performs work that clients receive as a corporate perquisite. New individual or couple clients are generally expected to meet a minimum net worth of $1 million or have income of $200,000 or more for each of the last two years.
Its planning process emphasizes corporate benefit utilization and personal financial modeling, using analytics to quantify compensation, project income, cash flow, and net worth, and to produce written recommendations; the firm will assist with implementation by coordinating with other advisors if asked. Investment work is oriented to longer-term asset mix decisions using top‑down and fundamental analysis, but the firm does not accept discretionary authority, custody client funds, or provide ongoing portfolio management.
Notable differences from many peers include billing on fixed fees or hourly rates rather than percentage-of-AUM charges and a deliberate focus on planning work rather than asset management. The principals hold CFP and insurance-related designations, and the brochure highlights a specialized analytic focus on valuing employer compensation and benefits, which is an uncommon emphasis for a small planning firm.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
Fixed fee for comprehensive financial planning from $2,500 to $20,000 based on complexity
$400 per hour
Account minimum: $1,000,000 net worth or $200,000 income
Main office
30 Tower Lane, Suite 110
Avon CT 06001
Advisors at this office
2
Most active in
Connecticut · Florida · New Jersey · New York
Also doing business as
Tittmann & Rusch · Tittmann & Rusch, 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:
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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.
Forms ADV
Advisors at this firm
David R
CFP®, ChFC®, Series 63, Series 65
Avon, CT
Tittmann & Rusch, LLC
David Rusch is a Certified Financial Planner (CFP®) and Chartered Financial Consultant (ChFC®) with 51 years of industry experience. He has been a principal at Tittmann & Rusch, LLC since 2001. Tittmann & Rusch, LLC provides comprehensive financial planning primarily to active and retired business executives, often working with clients through corporate perquisites. The firm emphasizes corporate benefit utilization and personal financial modeling, focusing on fixed-fee or hourly billing rather than asset management or discretionary portfolio services.
Peter T
CFP®, Series 63, Series 65
Avon, CT
Tittmann & Rusch, LLC
Peter Tittmann is a CFP® professional with 33 years of experience, currently serving at Tittmann & Rusch, LLC, a firm he has been with since 2001. The firm focuses on comprehensive financial planning, primarily for business executives, both active and retired. Tittmann & Rusch offers planning services that emphasize corporate benefit utilization and personal financial modeling, providing written recommendations and coordination with other advisors as needed. The firm uses fixed fees or hourly rates and concentrates on planning work rather than asset management.
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