RT
CFP
RT
CFP

Robert Tittle

10 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 10 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 622 clients with $19B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
81 advisors
Number of Clients
622 clients
Average Client Portfolio
$30.5M average
Assets Under Management
$19.0B

Fee Structure

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

RPC charges a fee based on the size of the retirement plan's assets, up to 1.00% annually, or a fixed fee based on the scope of the engagement. The minimum annual fee is $15,000. Fees are negotiable and may be reduced or waived at RPC's discretion. These fees do not include charges from record keepers, administrators, custodians, or brokers.

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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.

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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Employment History
Current Registrations
Cerity Partners Retirement Plan Consultants
March 2024 - Present · 2 yrs 1 mo
Cerity Partners LLC
April 2023 - Present · 3 yrs
Previous Registrations
Argi Investment Services, LLC
August 2015 - April 2023 · 7 yrs 8 mos
State Registrations1 state
KY
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.