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 organized as a limited liability company and is owned by an individual. Public records are sparse: the firm's SEC registration year is not recorded and it is categorized as "unclassified" in database fields, which suggests a small adviser with a limited public footprint. The firm markets itself primarily as a financial planning practice and as a capital allocator that selects other advisers to implement client strategies rather than running large in-house investment platforms. Compensation is fee-based, using hourly charges and fixed-fee arrangements rather than asset-based tiers. FINTRX flags the adviser as not actively pursuing ESG investment mandates and not operating as a multi-state adviser or pension consultant. Registered affiliations include links to another investment adviser and to an accounting professional, indicating the practice may coordinate tax and advisory services or outsource portfolio management to third parties. FINTRX lists one office location for Rohr Financial Advisors, LLC but does not report a service-area footprint or detailed client or asset figures.
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 1DANIEL ROHR
Managing PartnerCRD 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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