A complete list of active advisors currently associated with TRG Financial
Warmer can help you find a great advisor at TRG Financial or one who fits your needs even better.
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.
To learn more about the advisors currently working at TRG Financial, 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.
Name |
Location |
Years of experience |
|---|---|---|
Houston, TX
| 6
|
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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.
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