Sonny M. Blanchard
TITAN WEALTH MANAGEMENT LLC
RICHMOND, TX
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CRD#: 7026601
Professional summary
Sonny Matthew Blanchard, CFP®, who also goes by Sonny Matthew Blanchard, is a registered financial advisor currently at TITAN WEALTH MANAGEMENT LLC located in Richmond, Texas.
Sonny is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Sonny has worked at 3 firms .
Biography
As a Certified Public Accountant, Personal Financial Specialist, and CERTIFIED FINANCIAL PLANNER™ professional, I am uniquely positioned to help small business owners, entrepreneurs, and young executives find clarity, direction, and purpose in their financial lives.
My career has taken me down a variety of paths, but it has always been important to be to share my knowledge and experience with others like me. I'm talking about you highly motivated self-starters, entrepreneurs, and decision-makers. You find satisfaction in a hard day's work, and you push yourself to your limits. You're out there creating, selling, directing, motivating, and changing the world. You find joy in serving others.
This is exactly why I got into the business of helping people and why I enjoy what I do. I love the challenge of educating and advising you on the intricacies of managing your personal and business finances as well as discovering and implementing solutions that help you reach your financial goals.
Question & Answer
What are your service offerings?
Comprehensive Financial Planni...
Small Business Planning
Tax Planning
Employee and Employer Plan Ben...
Retirement Planning
Business Succession Planning
Estate Planning
Retirement Income Management
Investment Planning
Do you have an area of expertise or specialization?
Business Owners
Entrepreneurs
Fixed Fee (Subscription, Retai...
Retirement Plan Investment Adv...
Retirement Planning & Distribu...
Tax Planning
What is your minimum asset requirement?
250K
Are you a "fiduciary"?
Yes
Aliases
Sonny Matthew Blanchard
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Sonny Blanchard is the Principal of Titan Tax and Titan CFO, which provides tax preparation and planning, accounting, and business consulting services. These businesses are not investment-related. He started his relationships with these companies in October 2023. His activity accounts for approximately 120 hours of his time per month (90 hours during securities trading hours). He performs tax preparation and planning, accounting, and business consulting services. Titan Wealth Management; Investment-Related; Austin, TX; Investment Adviser; Investment Adviser Representative; �02/2024; Approx. 40 hours/month; Approx. 40 hours/month during trading hours; Provide investment advice and/or financial planning.
CRS (Client Relationship Summary) - RIA
Click below to view Sonny Matthew Blanchard's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2019
Experience
Current
December 16, 2024 - Present
TITAN WEALTH MANAGEMENT LLC
RIA
CRD#: 328571
RICHMOND, TX
Past
November 3, 2021 - May 13, 2022
ORIGIN INVESTMENT ADVISORY LLC
RIA
CRD#: 305353
Richmond, TX
Past
December 20, 2018 - December 31, 2022
BLANCHARD WEALTH PARTNERS
RIA
CRD#: 298993
RICHMOND, TX
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Texas(12/16/2024)
Exams
Current Firm
TW
TITAN WEALTH MANAGEMENT LLC
TITAN WEALTH MANAGEMENT | TITAN WEALTH MANAGEMENT, LLC | TITAN WEALTH MANAGEMENT LLC
CRD#: 328571 / SEC#:
Texas
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Contact information
Main Address
Richmond, TX
Mailing Address
Phone number
(346) 423-6291
Established
Firm type
Fiscal year end
# of Employees
1
0
Red Flags
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