Fee-only adviser · Franklin, MA
Titanium Advisors, LLC
Titanium Advisors, LLC is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Franklin, Massachusetts. On its latest Form ADV, filed February 11, 2026, it reports $170M in regulatory assets under management, 48 individual clients and 1 employee who gives investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | SEC-registered |
|---|---|
| Firm CRD number | 153943 · SEC file 801-123566 |
| Office | 9 Summer Street Suite 303 Franklin, MA 02038 |
| Phone | (508) 528-3120 |
| Website | www.titaniumadvisors.com |
| Regulatory assets under management | $170M |
| Individual clients | 8 non-high-net-worth, 40 high-net-worth |
| Financial planning clients | 51-100 |
| How it charges | Percentage of assets, Hourly, Fixed fee |
| Services | Financial planning, Portfolio management |
| Employees | 1 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | February 11, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are high-net-worth, which on Form ADV means they meet the SEC’s qualified-client or qualified-purchaser test: broadly, more than $1 million managed by the adviser or a net worth above $2 million, with the thresholds indexed for inflation.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Franklin
Nearby
- Wrentham 3 firms
- Millis 1 firm
- Holliston 2 firms
- Cumberland 1 firm
- Foxboro 2 firms
- North Attleboro 3 firms
- Medfield 3 firms
- Walpole 3 firms
Comparing several firms? Tell us what you need and we will suggest fee-only advisers that fit. Work at Titanium Advisors, LLC? Update this listing.