MTR Financial Services, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
MTR Financial Services offers fee-only financial planning and wealth management to individuals, trusts, estates, and charitable organizations, providing portfolio management as well as hourly financial planning on topics such as retirement, tax concerns, and college planning. The firm primarily charges percentage-of-assets-under-management fees for ongoing services and hourly fees for standalone planning work.
MTR typically manages client accounts on a discretionary basis and documents client goals, time horizons, and risk tolerances in written Investment Policy Statements to guide asset allocation and security selection. The firm uses a mix of long- and short-term strategies (including option writing where applicable), monitors accounts continuously, and conducts formal reviews generally on a quarterly basis.
Several features distinguish MTR from many solo-advisor peers: it is SEC-registered and reports nearly $120 million in discretionary AUM for roughly 86 clients, a relatively high AUM-per-advisor profile for a one-advisor firm. The firm also accepts standing letters of authorization (SLOAs) and follows SEC-prescribed safeguards instead of undergoing an annual audit, combines negotiable fees with no account minimums, and offers both ongoing managed accounts and hourly planning services.
Client services
Expertise
Fee options
$1 - $500,000: 1.25% $500,000 - $1,500,000: 1.00% $1,500,000 - $2,500,000: 0.85% Over $2,500,000+: 0.75%
$85 - $150 per hour for financial planning services, negotiable
Fee-only: Hourly financial planning fees ranging from $85 to $150 per hour, negotiable
Main office
900 Rockmead Drive Suite 151
Kingwood TX 77339
Advisors at this office
1
Most active in
Texas
Also doing business as
Mtr Financial Services, LLC · Name 608
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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