RT
CFP
RT
CFP

Robert Tittle

11 Years of Experience
Bowling Green, KY

Robert Tittle is a CFP-designated registered investment advisor at Cerity Partners Retirement Plan Consultants, based in Bowling Green, KY, with 11 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Retirement Planning. Their firm serves 850 clients with $40B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
83 advisors
Number of Clients
850 clients
Average Client Portfolio
$47.4M average
Assets Under Management
$40.3B

Fee Structure

Investment management only (planning not offered)
Minimum Annual Fee:$15,000
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Location

1048 Ashley St., Unit 301, Bowling Green, KY, 42103

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Employment History
Current Registrations
Cerity Partners Retirement Plan Consultants
March 2024 - Present · 2 yrs 8 mos
Cerity Partners LLC
April 2023 - Present · 3 yrs 7 mos
Previous Registrations
Argi Investment Services, LLC
August 2015 - April 2023 · 7 yrs 8 mos
State Registrations1 state
KY
Advisor

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Exams
No exam information available for this advisor.
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