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 |
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.
Get matched with an advisorMethodology
To find the top financial advisors in Fulshear, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
Comparing a company's EPS to industry averages and historical data provides a more comprehensive perspective. Still, other factors must also be considered, including the company’s growth prospects, industry dynamics, and the competitive landscape.
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 Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Pension Consulting Services
Publication Of Periodicals Or Newsletters
Educational 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.
Get matched with an advisorMethodology
To find the top financial advisors in Fulshear, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
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