A complete list of active advisors currently associated with MTR Financial Services, LLC

Warmer can help you find a great advisor at MTR Financial Services, LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at MTR Financial Services, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Matthew Russell	Kingwood, TX	15

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