PT
CFP
PT
CFP

Peter Tittmann

33 Years of Experience
Avon, CT

Peter Tittmann is a CFP-designated registered investment advisor at Tittmann & Rusch, LLC, based in Avon, CT, with 33 years of industry experience. Peter operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Estate Planning, Financial Planning & Coaching, and 4 more.

Compensation
Fixed/Hourly
Firm Size
2 advisors
IM Fee
Planning only

Fee Structure

Tittmann & Rusch offers comprehensive financial planning for a fixed fee ranging from $2,500 to $20,000, based on the complexity of the client's financial situation. One-off projects for existing clients may be billed at an hourly rate of $400 per hour. Clients can negotiate the fee and hourly rate.

One-Time Plan:$2,500 - $20,000
Hourly Rate:$400/hr
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Location

10 Tower Lane, Avon, CT, 06001

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Employment History
Current Registrations
Tittmann & Rusch, LLC
June 1992 - Present · 33 yrs 10 mos
State Registrations4 states
CTFLNJNY
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.