Tittmann & Rusch, LLC offers comprehensive financial planning services primarily tailored for corporate executives. The firm focuses on wealth accumulation and wealth preservation by addressing corporate benefit utilization, personal financial modeling, investment planning, risk management, retirement income planning, and estate planning. Tittmann & Rusch operates on a fee-only basis, does not sell financial products, and does not manage investment portfolios directly or take trading authority over client accounts. Instead, the firm helps clients coordinate with other professionals and provides guidance on implementing their financial strategies.
Assets Under ManagementN/A
ClientsN/A
Advisors2
Avg. per ClientN/A
Avg. per AdvisorN/A
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
Loading...