Adam Gafner
Titletown Wealth Management · Green Bay, Wisconsin
Adam Gafner is a fee-only financial advisor at Titletown Wealth Management in Green Bay, Wisconsin. Titletown Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Titletown Wealth Management |
|---|---|
| Based in | Green Bay, Wisconsin |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $150.3M across 731 accounts |
| SEC registration | Investment adviser representative in TX, WI · CRD 4876791 |
| Exams passed | Series 63 (2004) · Series 65 (2005) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.titletownwm.com |
| Profile |
How Adam's firm compares
- Titletown Wealth Management's average account is about $206,000, from its Form ADV (assets managed divided by 731 accounts).
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Questions about Adam
Is Adam Gafner a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Adam holds no broker registration, and Titletown Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Adam charge for financial advice?
Adam's firm, Titletown Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Adam Gafner based?
Adam Gafner is based in Green Bay, Wisconsin.
Is Adam Gafner registered with the SEC?
Yes. Adam Gafner is registered as an investment adviser representative in TX and WI (CRD 4876791), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Titletown Wealth Management manage?
Titletown Wealth Management reports $150.3M across 731 accounts in assets under management.
How do I contact Adam Gafner?
Through Adam's website, www.titletownwm.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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