Titanium Advisors, LLC fees and pricing
Financial planner in Franklin, Massachusetts. Registered with the SEC.
According to its Form ADV Part 2A brochure dated February 11, 2026, Titanium Advisors, LLC charges $300 an hour, a flat or project fee of $3,000-$5,000, and a quarterly fee of $2,500-$7,500 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 11, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $300/hr
“In such cases, the fee will be assessed at a rate of $300 per hour, billed in six‐minute increments, and a partial increment will be treated as a whole.”
- Flat or project fee
- $3,000-$5,000
“The Advisor provides one‐time financial planning services on a fixed fee arrangement that usually costs from $3,000 to $5,000.”
- Quarterly fee
- $2,500-$7,500/qtr
“The Advisor also provides ongoing financial planning services on a fixed fee basis that usually costs between $2,500 and $7,500 per quarter.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Titanium Advisors, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Services provided and fees payable will be detailed in the written agreement with the client.”
- “Fees for one-time financial planning services are due upon delivery of the plan or advice.”
- “Fixed fees for ongoing financial planning services are due quarterly, in arrears.”
How Titanium Advisors, LLC’s fees compare
- Its hourly rate of $300 matches the Massachusetts median of $300. 49% of the 183 other Massachusetts planners that publish an hourly rate charge less.
- Its flat or project fee of $3,000-$5,000 spans the Massachusetts median of $4,750. 45% of the 158 other Massachusetts planners that publish a flat or project fee charge less.
About Titanium Advisors, LLC
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CFP®.
- Registered as an adviser: 2022 (4 years).
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 0.59% a year
- Clients
- 48
- Employees
- 1
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and portfolio management for businesses and institutions
- Assets managed
- $169,737,267
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 153943
- Phone
- (508) 528-3120
Can advise clients in 2 states: Massachusetts, New Hampshire
Other planners in Massachusetts that publish fees
- 1620 Investment Advisors, Inc.Plymouth$75-$175/hr
- Aaf Wealth Management, LLCWestborough$350/hr, $750-$10,000
- Abraham, Robert Ralph JRSalem$400-$3,000
- Access Financial Planning, LLCNewburyport$6,000-$10,000/yr
- Access Investment ManagementMelrose$250/hr, $1,000-$4,000
- Act 2 PlanningWinchester$100-$500
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.