TRG Financial fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed August 2, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$150⁠-⁠$300/hr

“Hourly or Project-Based Services: generally $150 to $300 per hour, with a deposit of approximately 50% of the estimated project cost billed in advance and the balance due upon completion.”

Flat or project fee

$1,500⁠-⁠$3,000

“TRG typically charges a flat fee ranging from $1,500 to $3,000 depending on scope and complexity.”

Monthly fee

$150⁠-⁠$500/mo

“Ongoing Planning Retainer: $150 to $500 per month, billed quarterly in advance, covering plan updates, periodic review meetings, access to TRG for questions, and ongoing advisory support.”

Annual fee

$1,500⁠-⁠$3,000/yr

“The ongoing college funding retainer generally ranges from $1,500 to $3,000 per year, billed quarterly in advance, and covers periodic updates to the funding strategy, SAI and aid re-modeling as circumstances change, and ongoing access to the Firm during the college years.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How TRG Financial bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Fees within the ranges disclosed in this Item are negotiable at the Firm’s sole discretion based on the scope, complexity, and nature of the engagement.”
• “Fees are billed quarterly in arrears and are based on the ending account value on the last business day of each calendar quarter.”
• “Fees may be deducted directly from the client’s custodial account or invoiced.”

How TRG Financial’s fees compare

• Its hourly rate of $150-$300 spans the Texas median of $275. 24% of the 468 other Texas planners that publish an hourly rate charge less.
• 17 of the 67 other planners in Houston that publish an hourly rate charge less.
• Its flat or project fee of $1,500-$3,000 is below the Texas median of $3,850. 24% of the 401 other Texas planners that publish a flat or project fee charge less.
• 13 of the 49 other planners in Houston that publish a flat or project fee charge less.
• Its annual fee of $1,500-$3,000 is below the Texas median of $6,000. 24% of the 106 other Texas planners that publish an annual fee charge less.
• 6 of the 16 other planners in Houston that publish an annual fee charge less.

About TRG Financial

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2026.

Planning areas mentioned in the brochure

• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1% a year

Employees

1

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

337706

Website

trg-financial.com (opens in new tab)

Phone

(405) 651-7373

Other planners in Houston that publish fees

• Abundo WealthHouston$199/mo
• Allzen Wealth and Financial ServicesHouston$8,000, $7,125/qtr
• Alteris Capital Partners, LLCHouston$5,000⁠-⁠$25,000
• Analog Capital Ai, LLCHouston$250⁠-⁠$450/hr
• Analog Capital Partners LLCHouston$3,000, $1,188/yr
• Aquinas Advisors, LLCHouston$250/hr, $5,000

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