T
Titan Wealth Advisory, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
Titan Wealth Advisory is an independent, state‑registered, single‑advisor firm that provides asset management through a co‑advisor arrangement with a third‑party manager and offers financial planning to its asset management clients at no extra charge. It generally serves individuals, high‑net‑worth clients, and trusts or estates and does not impose a minimum account size.
The firm places clients into model portfolios composed of no‑load mutual funds, ETFs, individual equities and money‑market instruments; Titan selects appropriate models and maintains model-level discretion while the third‑party manager executes security selection and trading. Client accounts are custodied by qualified custodians, reviewed at least quarterly, and Titan does not routinely trade individual securities or vote proxies on client holdings.
Distinctive features include an affiliation with an insurance business: the firm’s principal is a licensed insurance agent who devotes roughly 10% of his time to insurance activities and receives commissions from insurance product sales, a relationship disclosed as a potential conflict of interest. The firm also shares in third‑party manager fees and participates in a tiered incentive arrangement tied to AUM thresholds, arrangements that are disclosed to clients and may affect manager selection.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
Wealth management
Fee options
$0+: 1.75% $0+: 1.60% $0+: 1.50% $0+: 1.00%
Insurance product commissions received by firm representatives (non-advisory products)
Main office location
Titan Wealth Advisory, LLC
5800 Foxridge Dr, Suite 107
Mission KS 66202, United States
Number of offices
1
Most active in
Titan Wealth Advisory, LLC has reported serving >5 clients in these states in the last 12 months.
Kansas · Missouri · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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
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.
Discover
Compare top advisor firms by metric, firm size, and location.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
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. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")