Rohr Financial Advisors, LLC

RIASEC Registered
Total AUM
—
Avg account
$0
Accounts
0
Employees
1
Advisory reps
1

Firm details

Headquarters
Arroyo Grande, California
CRD number
332018
Fee structure
Hourly Charges, Fixed Fees
Services
Financial PlanningSelection of Other Advisers

Firm profile

FINTRX

Overview

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

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

1 of 1
  • Daniel Rohr

    Daniel Rohr

    Managing PartnerCRD 6236648

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth