Muhr Advisory Group
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Muhr Advisory Group is an independent advisory firm that provides financial planning, investment supervisory services, consultations, and periodic special reports to individuals, retirement plans, trusts, estates and business clients. The firm advises on cash flow, college, retirement, tax and estate planning and also offers tax preparation as a separate business activity; it manages approximately $55.1 million in client assets across roughly 142 relationships.
The firm describes its core investment approach as an integrated asset allocation process that combines economic expectations with client risk tolerance and documents objectives in written investment policy statements. Portfolios are typically implemented with no-load mutual funds and ETFs through discount brokerages, and the firm operates with both discretionary and non-discretionary arrangements (about $43.0M discretionary and $12.1M non-discretionary), placing trades under limited trading authorization with client consent.
Notable operational distinctions in the brochure include an explicit statement that the firm operates as fee-only and is not affiliated with broker-dealers or product-selling entities, while simultaneously disclosing an ongoing tax preparation practice that generates additional compensation. The firm also notes limited availability of IPOs, that it does not provide proprietary performance reports to clients, and that it maintains a formal business continuity and information-security program, which together differentiate its service and operational profile from many peers.
Client services
Expertise
Fee options
Financial plan fees range from $100 to $1,200, negotiable
Maximum 1% annually; NEGOTIABLE; no minimum annual fee
Hourly planning engagements at $100 per hour
Minimum fee: No minimum annual fee for Advisory Service Agreement; fees are negotiable Fee-only: Financial planning fees range from $100 to $1,200; hourly planning rate $100/hour; fees are negotiable
Main office
6200 Center Street, Suite 240
Clayton CA 94517
Advisors at this office
1
Most active in
California
Also doing business as
Clayton Tax Consultants · Muhr Advisory Group · Muhr, Jeffrey, Louis
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
Forms ADV
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)