JMR Financial Group
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$68,063,849
Total clients
835
5% high-net worth
Total advisors
2
of 4 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
418
Average account size
$81,514
About
JMR Financial Group provides discretionary portfolio management and financial planning to a broad client base that includes individual investors (including high-net-worth clients), qualified retirement plans, businesses, estates, and trusts. The firm reports roughly $68 million in assets under management across about 835 client relationships and charges asset-based fees for ongoing portfolio management.
The firm implements asset-allocation strategies using ETFs, mutual funds and, when appropriate to a client’s risk profile, individual securities; investment selection is informed by third‑party research and Morningstar-style analytics. Advisory accounts are typically managed on a discretionary basis under a limited power of attorney with quarterly reporting, and the firm discloses it may use shorting, leverage or inverse instruments when aligned with a client’s objectives and risk tolerance.
Notable distinctions include an owner who is a licensed CPA and in‑house tax, accounting and payroll services, which the brochure identifies as a formal part of the firm’s offerings rather than a referral relationship. The firm also engages in insurance sales and third‑party administration for retirement plans (including a history of placing plan business with a group annuity provider), and it operates with a very high client-to-advisor ratio—well over 200 clients per advisor—each of which the brochure notes can create potential conflicts that are disclosed to clients.
Client services
Expertise
Fee options
$0 - $250,000: 2.0% annually $250,001 - $500,000: 1.5% on excess over $250,000 up to $500,000 $500,001+: 1.0% on excess over $500,000 $500,001+: 1.0% on entire account balance for single, non-aggregated accounts over $500,000
Commissions earned on insurance products and certain qualified retirement plan commissions ranging from 0.0% to 2.0% upfront and 0.25% to 0.80% trail
Account minimum: $25,000, negotiable at the discretion of JMR Financial Group Minimum fee: $49 annual maintenance fee for accounts under $25,000 Fee-only: Financial planning fees starting at $2,000 with a max cap of $5,000; plan review starting at $150; continuous planning fee negotiated based on complexity
Main office location
JMR Financial Group
1225 Tower Avenue, Suite 305
Superior WI 54880, United States
Number of offices
1
Most active in
Georgia · Minnesota · Wisconsin
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")