CFP · ChFC

David Rusch

51 Years of Experience

Avon, CT

1 Disclosure

David Rusch is a CFP, ChFC-designated registered investment advisor at Tittmann & Rusch, LLC, based in Avon, CT, with 51 years of industry experience. David 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.

Tittmann & Rusch, LLC

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 (1)

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Regulatory

December 1994

Final

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Employment History

Current Registrations

Tittmann & Rusch, LLC

June 1992 - Present · 33 yrs 10 mos

Previous Registrations

Linsco/private Ledger CORP.Broker

December 1989 - December 1998 · 9 yrs

Linsco Financial Group, INC.Broker

July 1987 - December 1989 · 2 yrs 5 mos

Cigna Securities, INC.Broker

August 1974 - July 1987 · 12 yrs 11 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.

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