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 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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

1 of 1
  • DANIEL ROHR

    Managing PartnerCRD 6236648

Wealth teams

FINTRX

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