Top financial advisors in Fulshear, TX
We’ve curated a list of the best financial advisors in Fulshear, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$275,000,000
Number of advisors
2 advisors
| $275,000,000 | 2 advisors |
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Fulshear, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Fulshear. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
Titan Retirement Advisors LLC
Titan Retirement Advisors LLC, established in May 2013, is a financial advisor firm specializing in asset management services for corporate retirement plans. The firm, led by Managing Member Joshua J. Coughran, offers tailored advisory services based on individual client needs. Clients have the option to grant discretionary authority to manage their accounts, allowing Titan Retirement Advisors to make investment decisions without prior client consent. The firm does not engage in block trading and does not charge performance-based fees. For asset management services, fees range between 0.50% and 2.00% annually, calculated based on assets under management. Retirement plan services are offered with fees ranging from 0.05% to 1.00% annually, with a minimum annual fee of $10,000. Titan Retirement Advisors does not compensate for client referrals and does not engage in soft dollar benefits. The firm maintains custody of client funds only for fee deduction purposes, with client accounts reviewed quarterly. Clients have the ultimate responsibility for proxy voting decisions. Titan Retirement Advisors upholds a strict Code of Ethics and ensures client privacy by safeguarding confidential information. The firm does not disclose customer information to nonaffiliated third parties, except as permitted by law.
$275,000,000 under management
2 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Portfolio Management For Individuals And/or Small BusinessesPortfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)Pension Consulting ServicesPublication Of Periodicals Or NewslettersEducational Seminars/workshops
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Fulshear, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Fulshear. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
Your first meeting is free.