TRG Financial
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
TRG Financial is a state-registered sole proprietorship that primarily serves individuals and families with comprehensive financial planning, ongoing retainer services, one-time financial snapshots, investment advisory, and a distinct college funding planning offering. Investment management is available on either a discretionary or non-discretionary basis and planning engagements may include coordination with other professionals.
The firm’s investment approach emphasizes diversification, cost- and tax-efficiency, long-term discipline, and the use of low-cost ETFs and mutual funds with periodic rebalancing; TRG also employs fundamental and technical analysis and Monte Carlo planning tools to inform recommendations. As of June 30, 2026, the firm reported managing approximately $55,000 on a non-discretionary basis and $0 on a discretionary basis, and its advisory fees are negotiable within disclosed ranges.
Noteworthy aspects include a standalone college-funding service that models Student Aid Index outcomes, 529 plan ownership positioning, and ongoing aid re‑modeling, and the firm’s recent amendment discloses that it discontinued ERISA retirement plan consulting services. The brochure also discloses potential conflicts of interest — including recommendations of the firm’s own investment management to planning clients — and the proprietor’s outside media and community businesses that may produce advisory client referrals.
Client services
Expertise
Fee options
Comprehensive Financial Planning flat fee: $1,500 to $3,000; Financial Snapshot flat fee: $500 to $1,500; College Funding one-time bundled engagement flat fee: $1,500 to $3,000
Up to 1.00% annually
Generally $150 to $300 per hour
Ongoing Planning Retainer: $150 to $500 per month, billed quarterly in advance; College Funding ongoing retainer: $1,500 to $3,000 per year, billed quarterly in advance
Fee-only: Comprehensive Financial Planning: $1,500 to $3,000 flat fee; Ongoing Planning Retainer: $150 to $500 per month; Hourly or Project-Based Services: $150 to $300 per hour; Financial Snapshot: $500 to $1,500 flat fee; College Funding one-time bundled engagement: $1,500 to $3,000 flat fee; College Funding ongoing retainer: $1,500 to $3,000 per year
Main office
2016 Main Street, Suite 107
Houston TX 77002
Advisors at this office
1
Most active in
Texas
Also doing business as
Breion Lashay Rollins · Breion Rollins · Trg Financial
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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
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