Firm
Titanium Advisors
Franklin, Massachusetts
Fee-only
Titanium Advisors at a glance
- One of 352 fee-only firms based in Massachusetts in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 48 individual clients, 40 of them high net worth.
- Its average account is about $701,000 (assets it manages divided by its 242 accounts).
- Its website says it's taking new clients.
Fee-only advisors in Massachusetts · What fee-only advisors charge in Massachusetts
Facts
| Based in | Franklin, Massachusetts |
|---|---|
| Website | titaniumadvisors.com |
| Phone | (508) 528-3120 |
Titanium Advisors fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Asset-based fee | 0.59% a year on the first tier of assets |
|---|---|
| How it charges | Percentage of assets · One-time plans or projects · Ongoing planning fee |
In the firm's words
"our annual fee will be equal to 0.59% of the assets under management" source
"have investible assets of $2 million to $5 million" source
"our annual fee will be equal to 0.59% of the assets under management" source
"We then prepare a fixed price proposal to provide comprehensive financial planning advice" source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $170 million |
| Individual clients | 8 |
| High-net-worth clients | 40 |
| Accounts managed | 242 |
| Employees | 1 |
| Planning clients | 51-100 |
| Registered with | The SEC (801-123566) |
| Financial planning | Offered |
| Form ADV filed | February 11, 2026 |
| SEC record | CRD 153943 |