Adam Gafner
Adam Gafner is a registered investment advisor at Titletown Wealth Management, LLC, based in Green Bay, WI, with 20 years of industry experience. Adam operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 459 clients with $150M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3M+ | 0.75% |
Fees are negotiable. Consulting services are included in these fees for asset management services with the exception of unique circumstances that may require a separate agreement for financial planning services.
Fee Estimator
Location
1221 Bellevue Street, Suite 102, Green Bay, WI, 54302
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Adam is an independent insurance agent, spending a few hours per week on insurance sales. He is also an investment advisor representative at Titletown Wealth Management, dedicating nearly full-time hours to this role.
Employment History
Current Registrations
Titletown Wealth Management, LLC
Previous Registrations
Conceptual Financial Advisors, LLC
Key Financial Group of Jacksonville, INC.
Woodbury Financial Services, INC.Broker
Woodbury Financial Services, INC.
LPL Financial LLCBroker
LPL Financial LLC
Associated Investment Services, INC.Broker
Associated Investment Services, INC.
Tiaa-Cref Individual & Institutional Services, LLCBroker
Morgan Stanley Dw INC.Broker
World Group Securities, INC.Broker
State Registrations2 states
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.