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DR
CFP · ChFC
DR
CFP · ChFC

David Rusch

Tittmann & Rusch, LLC
52 Years of Experience
Avon, CT
1 Disclosure
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David Rusch is a CFP, ChFC-designated registered investment advisor at Tittmann & Rusch, LLC, based in Avon, CT, with 52 years of industry experience. David 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.

Tittmann & Rusch, LLC
Compensation
Fixed/Hourly
Firm Size
2 advisors
IM Fee
Planning only

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.
One-Time Plan:$2,500 - $20,000
Hourly Rate:$400/hr
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Location

30 Tower Lane, Suite 110, Avon, CT, 06001

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History

Regulatory History (1)
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Regulatory
December 1994
Final
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Tittmann & Rusch, LLC
June 1992 - Present · 34 yrs 4 mos
Previous Registrations
Linsco/private Ledger CORP.Broker
December 1989 - December 1998 · 9 yrs
Linsco Financial Group, INC.Broker
July 1987 - December 1989 · 2 yrs 5 mos
Cigna Securities, INC.Broker
August 1974 - July 1987 · 12 yrs 11 mos
State Registrations4 states
CTFLNJNY
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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