Rohr Financial Advisors, LLC
Firm details
- Headquarters
- Arroyo Grande, California
- CRD number
- 332018
- Fee structure
- Hourly Charges, Fixed Fees
- Services
- Financial PlanningSelection of Other Advisers
Firm profile
FINTRXOverview
Rohr Financial Advisors, LLC is an individually owned limited liability company that offers fee-for-service financial planning and acts primarily as a capital allocator. The firm bills clients via hourly and fixed-fee arrangements and focuses on creating plans and identifying third‑party advisers rather than managing large internal investment platforms. Its advisory activities explicitly include financial planning and the selection of other advisers, which suggests a model that leans on outsourcing or manager selection for implementation. The firm is not flagged as an active ESG investor, does not operate as a multi‑state adviser, and is not positioned as a pension consultant or newly formed adviser. Organizationally it is classified as unclassified in the available data. Industry relationships include ties to another investment adviser and to an accounting firm, indicating referral or collaborative arrangements for delivery of services and potentially for tax or compliance support. Given the fee structure and the emphasis on adviser selection, Rohr Financial Advisors appears oriented toward clients seeking planning-level engagement and access to external managers rather than in‑house portfolio management or proprietary investment products.
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
1 of 1
Daniel Rohr
Founder & PrincipalCRD 6236648
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Arroyo Grande, CA
San Luis Obispo
Location
Arroyo Grande, CA
Headquartered in Arroyo Grande, CA, in the West of the United States.
- Region
- West
- County
- San Luis Obispo
- Address
- 1277 E Grand Ave
- Time zone
- PT (UTC-8)
- Office locations
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