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Brian Rigby

13 Years of Experience
Cincinnati, OH

Brian Rigby is a registered investment advisor at Titan Wealth Management, based in Cincinnati, OH, with 13 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.25%
$500K - $2.0M1.00%
$2.0M - $5.0M0.85%
$5.0M - $10.0M0.75%
$10M+0.75%

Fees negotiable for accounts over $10,000,001.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

4555 Lake Forest Drive, Cincinnati, OH, 45242

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Brian serves on the finance committee for St. Columban Church, dedicating a few hours per week. He also owns Rigby Enterprises LLC with his wife, which holds rental properties, and spends minimal time on this annually. Additionally, Brian is an advisory board member for Junior Achievement, spending minimal time each month.

Employment History
Current Registrations
Titan Wealth Management
March 2026 - Present · 2 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2019 - March 2026 · 6 yrs 5 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2019 - March 2026 · 6 yrs 5 mos
PNC Capital Advisors LLC
April 2013 - October 2019 · 6 yrs 6 mos
PNC Funds Distributor, LLCBroker
December 2012 - October 2019 · 6 yrs 10 mos
State Registrations1 state
OH
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.
Brian Rigby - Financial Advisor | TrueAdvisor