Rohr Financial Advisors, LLC

Rohr Financial Advisors is a state-registered advisory firm that provides comprehensive financial planning to individuals, trusts and estates, covering retirement, tax, estate, education funding and insurance planning. Although listed in the investment-manager category, the firm does not manage client assets and delivers written financial plans and implementation recommendations rather than discretionary portfolio management.

The firm’s process relies on in-depth client interviews, structured questionnaires and review of financial documents to produce a customized written plan, and it coordinates implementation by referring clients to third-party professionals. Rohr charges clients on an hourly or fixed-fee basis (rather than percentage-of-assets fees), does not custody assets, and does not accept investment discretion; it also discloses that it may receive promoter or referral fees when recommending third-party advisers.

Distinctive elements include an affiliated accountancy corporation owned by the firm’s principal, which the brochure describes as an expected referral option and material outside business activity, and a written promoter agreement with a third-party investment adviser that creates a disclosed conflict of interest. The firm is newly registered, single-owner and operates with no client assets under management as of the brochure date, a profile that differs from many firms categorized as investment managers.