Firm
T/R Financial Management Group
New Richmond, Wisconsin
Fee-only
T/R Financial Management Group at a glance
- One of 150 fee-only firms based in Wisconsin in the Wellspent graph.
- 2 advisors are listed here.
- Its Form ADV reports 2 employees and 75 individual clients, 16 of them high net worth.
- Its average account is about $172,000 (assets it manages divided by its 154 accounts).
Fee-only advisors in Wisconsin · What fee-only advisors charge in Wisconsin
Facts
| Based in | New Richmond, Wisconsin |
|---|---|
| Website | trfinancial.net |
| Phone | (202) 421-4466 |
T/R Financial Management Group fees
T/R Financial Management 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 · Hourly |
|---|---|
| Assets managed | $26 million |
| Individual clients | 59 |
| High-net-worth clients | 16 |
| Accounts managed | 154 |
| Employees | 2 |
| Planning clients | 0 |
| Financial planning | Offered |
| Form ADV filed | August 31, 2026 |
| SEC record | CRD 117102 |