T/R Financial Management Group, LLC

Overview

T/R Financial Management Group, LLC is a small, independent registered investment adviser that focuses on financial planning and portfolio management for individuals, families and small-business clients. The firm manages a compact book of discretionary relationships and leans toward fund-based portfolios rather than concentrated single-stock strategies. Fee arrangements combine a percentage of assets under management with hourly planning fees, indicating a mix of ongoing asset management and project-based advisory work. The firm is not an active ESG investor and reports an affiliation with accounting professionals, suggesting coordination between tax and investment planning for clients. Decision-making appears to favor diversified, professionally managed vehicles: mutual funds and other public funds are the dominant vehicle in client accounts, with allocations supplemented by fixed income, annuities and select alternative exposures. The firm uses custodial platforms that support both retail mutual-fund wrappers and more active trading, allowing it to serve clients with different liquidity and return objectives.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices