Titanium Advisors is a fee-only financial planning and investment management firm led by Kevin Nulton, a CERTIFIED FINANCIAL PLANNER professional and attorney with over 30 years of experience. The firm offers personalized, holistic financial advice, emphasizing fiduciary responsibility, retirement planning, estate planning, and tax minimization.
Services include investment management using passive asset allocation strategies, access to Dimensional Fund Advisors (DFA) low-cost mutual funds, and ongoing expert guidance to ensure major financial decisions are addressed appropriately throughout clients' lifetimes.
Fee-only fiduciary financial advisors
Personalized, holistic financial planning
Access to Dimensional Fund Advisors (DFA) low-cost mutual funds
Professional liability insurance with A-rated carriers
Services
Financial Planning
Comprehensive financial planning covering retirement, estate, insurance, and tax minimization tailored to individual goals.
Coverage including errors and omissions with $1,000,000 per claim and $2,000,000 aggregate limits.
A (Excellent) rated carriersComprehensive coverage
Credentials & Certifications
CERTIFIED FINANCIAL PLANNER
Since 2006
Esquire (Attorney)
Member of Financial Planning Association (FPA)
Martindale-Hubbell Peer Review Rating AV Preeminent
Frequently Asked Questions
Why do I need professional investment management? +
Professional investment management ensures risk-adjusted returns are higher than self-managed investments due to expertise, time, interest, and emotional control required for successful investing.
What makes Titanium Advisors different? +
Titanium Advisors provides personal attention, comprehensive financial planning, client education, and uses low-cost DFA mutual funds, unlike many advisors who focus solely on investment management.
Who are typical clients? +
Typical clients are 55-65 years old, with $2M-$5M in investible assets, concerned about retirement, Medicare, social security, estate planning, and tax minimization.
