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.
Although categorized as an investment manager, the firm—established in 2025 and operating as a sole proprietorship—describes services for individuals, families, small businesses, nonprofit organizations, and employer‑sponsored retirement plans. Its service menu in the brochure includes comprehensive and ongoing financial planning, discretionary and non‑discretionary investment management, one‑time financial snapshots, and ERISA retirement plan consulting. The firm’s stated investment approach emphasizes diversification, cost- and tax‑efficiency, long‑term discipline, and use of low‑cost ETFs and mutual funds, supported by fundamental and technical analysis, economic trend assessment, and Monte Carlo planning tools. Fee arrangements are flexible: in addition to standard percentage‑of‑AUM portfolio fees, the firm discloses less common options for its peer group such as hourly or project‑based billing and fixed planning retainers or flat‑fee engagements. Distinctive aspects relative to many peers include explicit ERISA services—non‑discretionary 3(21) fiduciary consulting with the option to act as a 3(38) discretionary manager upon request—and a range of engagement formats from one‑time snapshots to ongoing retainers. The brochure also notes the firm is newly registered with no assets under management as of the filing date and highlights the proprietor’s background in investment and retirement consulting along with educational and media activities, which the firm says do not create material conflicts.
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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