T/R Financial Management Group, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$26,434,500
Clients
75
Advisors
2
across 2 offices
About
The firm provides personalized, discretionary investment management and financial planning primarily to individual clients and trusts, addressing objectives such as cash‑flow, retirement, education, estate and tax planning. It operates as a fee‑only adviser that does not sell commission products and places client assets with third‑party custodians.
Its investment approach blends proprietary technical and cyclical analysis with fundamental review, typically constructing a long‑term diversified core and a smaller tactical sleeve; many systems are rule‑based or computerized and are used to manage equity exposure and control downside risk. The firm implements trading under limited power of attorney, conducts regular reviews, and accommodates client restrictions or changes in objectives.
This firm is distinctive for outside business activities disclosed in its brochure: the principals are involved in an affiliated pooled vehicle that trades futures and options (including S&P 500‑based contracts), and one principal provides tax preparation and consulting through an affiliated enrolled‑agent tax practice — tax services are offered to clients in some cases as part of the relationship. For a two‑advisor practice it manages a multi‑million dollar discretionary book and relies on institutional platforms (including Fidelity and Interactive Brokers) while maintaining a stated policy against receiving commissions or selling financial products.
Client services
Expertise
Occupation focus
Fee options
$0 - $100,000: 2.00% per year $100,000 - $500,000: 1.50% per year $500,000+: 1.25% per year
$100 to $250 per hour for financial planning services, negotiable
Account minimum: $250,000 Fee-only: Investment management fees based on tiered percentage of assets under management; financial planning charged hourly.
Main office
See officeNew Richmond WI
Advisors at this office
1
Most active in
District of Columbia · Maryland · Minnesota · Texas · Virginia · Wisconsin
Also doing business as
Don't Have Any Other Business Name, But Cannot Delete This!!!! So Don't Pay Attention To What's Below Either. · T/R Financial Management Group, LLC
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:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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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.
Forms ADV
Quick links
Advisors at this firm
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