Peter Tittmann is a CFP-designated registered investment advisor at Tittmann & Rusch, LLC, based in Avon, CT, with 34 years of industry experience. Peter operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Corporate Executives, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more.
Compensation
Firm Size
IM Fee
Fee Structure
- Comprehensive financial plan — $2,500 to $20,000 depending on the complexity of your financial situation, covering corporate benefits, cash flow modeling, retirement planning, insurance review, and estate planning.
- Hourly consulting — $400 per hour for one-off projects requested by existing clients.
Location
30 Tower Lane, Suite 110, Avon, CT, 06001
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Tittmann & Rusch, LLC
State Registrations4 states
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Exams
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