Firm
JMR Financial Group
Superior, Wisconsin
Fee-only
JMR Financial Group at a glance
- One of 150 fee-only firms based in Wisconsin in the Wellspent graph.
- 2 advisors are listed here; 1 of 2 hold the CFP.
- Its Form ADV reports 4 employees and 835 individual clients, 40 of them high net worth.
- Its average account is about $82,000 (assets it manages divided by its 835 accounts).
Fee-only advisors in Wisconsin · What fee-only advisors charge in Wisconsin
Facts
| Based in | Superior, Wisconsin |
|---|---|
| Website | jmrfg.com |
| Phone | (715) 392-0202 |
JMR Financial Group fees
JMR Financial Group doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Fixed fees |
|---|---|
| Assets managed | $68 million |
| Individual clients | 795 |
| High-net-worth clients | 40 |
| Accounts managed | 835 |
| Employees | 4 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | March 20, 2026 |
| SEC record | CRD 114149 |