A complete list of active advisors currently associated with Rohr Financial Advisors, LLC

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

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.

To learn more about the advisors currently working at Rohr Financial Advisors, 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.