T/r Financial Management Group, LLC fees and pricing
Financial planner in New Richmond, Wisconsin. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 25, 2026, T/r Financial Management Group, LLC charges $100-$250 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 25, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $100-$250/hr
“The hourly fee for these services is between $100 and $250.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How T/r Financial Management Group, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “These management fees are negotiable and vary depending on the complexity and size of the account.”
- “Payment in full is expected upon itemized invoice presentation from us.”
- “The client must consent in advance to direct debiting of their investment account.”
How T/r Financial Management Group, LLC’s fees compare
- Its hourly rate of $100-$250 is below the Wisconsin median of $300. 6% of the 95 other Wisconsin planners that publish an hourly rate charge less.
About T/r Financial Management Group, LLC
- Firm size: 2 employees.
- Registered as an adviser: 1995 (31 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- College planning
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Hourly fees, percentage of assets under management
- Charges a % of assets
- Yes
- Minimum
- $250,000 in assets (stated in brochure)
- Clients
- 75
- Employees
- 2
- Works with
- Individuals, high net worth individuals, and businesses
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $26,464,410
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 117102
- Phone
- (202) 421-4466
Can advise clients in 5 states: District of Columbia, Maryland, Minnesota, Virginia, Wisconsin
Other planners in Wisconsin that publish fees
- 401K Investment ProfessionalsWaunakee$250/hr
- 808 InvestmentsEllsworth$200-$500/mo
- A-Team AdvisorsMedford$500/hr
- Adler FinancialOregon$175/hr
- Advisors Management Group IncLa Crosse$500
- Alliance Wealth Management Milwaukee, Inc.Milwaukee$150-$300/hr
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.